In November, markets absorbed two meaningful shifts: a late-month dovish tilt from the Federal Reserve and some early signs of investor caution within the Artificial Intelligence (AI) space. Together, these forces drove swings across fixed income and equities, particularly within large-cap technology, before markets recovered in the month’s final days. Beneath the headlines, delayed economic | Read More +
Category: Insights
Sage Insights: Market Resilience Despite Short-Term Uncertainty
In October, investors looked past Washington’s gridlock and focused on fundamentals. Markets rose as corporate earnings exceeded expectations, the U.S. Federal Reserve (Fed) rate-cutting cycle gained traction, and geopolitical tensions, including relations with China, eased. In short, resilient underlying growth outweighed headline uncertainty. In this edition of Insights, we explore three themes that shaped the | Read More +
Sage Insights: September Shakes Off History; New Heights
September is historically one of the weaker months for markets, yet this year it defied that pattern. Stocks pushed higher and bond prices rose after the Federal Reserve delivered its first rate cut in nine months. In this edition of Insights, we highlight three themes that shaped the month: Trade policy remains a risk, but | Read More +
Sage Insights: Markets Finish Summer Strong, Policy in Transition
August carried strong momentum across the markets, with both stocks and bonds moving higher. In this edition of Insights, we dive into three themes that stood out: Trade policy is shifting uncertainty to reality, with new agreements reshaping global supply chains and costs. The Federal Reserve is signaling a dovish tilt, reinforcing expectations for lower | Read More +
Sage Insights: Summer Momentum
In this edition of Insights, we explore two key themes shaping today’s investment landscape: Ongoing trade agreements are creating a new framework for the global economy. U.S. corporate earnings are exceeding initial expectations, despite economic policy uncertainty. Monthly Market Wrap The financial markets delivered mixed results in July. U.S. equities extended their upward trend, supported | Read More +
Sage Insights: A Tale of Two Quarters
The first half of 2025 delivered its share of twists and turns—marked by bouts of volatility, periods of resilience, and a strong recovery. Investors navigated a challenging mix of geopolitical tensions, persistent inflation concerns, and a notable shift in market leadership. Following a sharp early spring decline driven by proposed tariffs, a powerful relief rally | Read More +
Sage Insights: Navigating Key Market Developments
As we head into the final months of 2024, we are watching several key trends and topics that could shape financial markets in the near term. In this edition of Sage Insights, we’ll discuss three of them: the upcoming U.S. elections, the recent rise in U.S. Treasury yields, and the latest corporate earnings reports. Our | Read More +
Sage Insights: Implications of Falling Rates
September was a much-awaited month for investors as the Federal Open Market Committee (FOMC) made its highly anticipated decision to cut interest rates for the first time in over four years. The move, which followed unprecedented rate hikes in 2022 and 2023 designed to curb inflation, marks a key shift in U.S. monetary policy. As | Read More +
Sage Insights: Market Resilience Amidst Volatility
August started on shaky ground but ended on a high note. The month began with an unexpectedly weak jobs report, currency volatility in Japan, and disappointing tech earnings, triggering a sharp global selloff. However, as the initial shocks subsided and more data came in suggesting a continued decline in inflation and an increased likelihood of | Read More +
Insights: Observations at Halftime
June was a positive month for global stocks and bonds, driven by a favorable inflation trend and critical actions from global central banks. In this edition of Insights, we review monthly market performance, discuss the recent divergence of global central bank policy, monitor the slowing yet growing U.S. economy, and observe attractive yield opportunities across | Read More +
