On October 27, 2022, UMF President Chris Walters presented the third quarter market review, “Teeter-Totter: Rates and Ratios.”

Read the Q3 2022 Investor Letter here.

 

Segment Time Segment Content
00:00​ – 00:30 Introduction
00:30​ – 02:28 Global Equity Markets Year to Date 2022-10-26
02:28​ – 03:44 S&P 500 Index: Trailing 180 days
03:44​ – 04:44 S&P 500 Sector Performance
04:44 – 06:05 Domestic vs. International Equities
06:05 – 06:33 Bonds: 10-Year Treasury Yield – Trailing 180 Days
06:33 – 08:41 CPI: Month-to-Month Change
08:41 – 09:35 VIX Index: Trailing 180 Days
09:35 – 12:00 Teeter-Totter: Rates and Ratios
12:00 – 13:17 The Bond Teeter-Totter
13:17 – 15:50 The Interest Rate – P/E Ratio Teeter-Totter?
15:50 – 16:45 20-Year Treasury Rate
16:45 – 18:10 S&P 500 Price/Earnings Ratio (1990-2022)
18:10 – 19:35 Stay Invested and Remain Diversified
19:35 – 20:46 Cumulative GDP Growth (1950-2019)
20:46 – 22:30 Diversify to Weather the Storms
22:30 – 23:32 UMFNIC Model Allocations
23:32 – 24:31 Fund Performance as of October 26, 2022