Most major asset classes posted positive returns during the year’s first seven months, and investors enjoyed a respite. This momentum eased, however, in August as higher interest rates prompted concerns about the economy’s health. In this edition of Insights, we take a closer look at recent market performance and discuss the concerns in the market, | Read More +
Category: Our Perspective
Our Perspective: The 2023 Debt Limit Deadline
As we head into the long weekend, we want to share our thoughts on the ongoing debt ceiling tension and put the developments into a broader perspective. We understand the potential concerns and uncertainty the situation may raise and hope we can provide some clarity and guidance. The Current Debt Limit Situation We began to | Read More +
Our Perspective: An Update On The Banking Industry and Interest Rates
Dramatic news headlines can be unsettling, and we have seen our fair share this week. So as we head into the weekend, we want to follow up on the communication we sent Monday about the state of the banking industry and what it means for markets, the economy, and your investment portfolio. We hope this | Read More +
Our Perspective: Current Thoughts On The Banking Industry
Uncertainty has increased over the past week regarding the health of the U.S. banking industry, given the takeover by U.S. regulators of Silicon Valley Bank and Signature Bank. We want to share our latest perspective. This situation remains fluid as regulators, and government officials are closely working with the private and public sectors to provide | Read More +
Our Perspective: Continued Market Volatility
The first half of 2022 has continued to present a challenging environment for stock and bond markets. Those challenges came back into focus this week as markets fell sharply on the heels of higher-than-expected inflation numbers and anticipated actions from the Fed. In turbulent times like these, we seek to be a source of insight | Read More +
Our Perspective: On The Current Market Environment
2022 has presented us with stock and bond markets that may create a feeling of uncertainty. In these times, we favor over-communicating so that you are fully informed on our current actions and thinking as it relates to market volatility and your personal financial goals. With that objective in mind, we’d like to share a | Read More +
Our Perspective: Recent Stock Market Volatility
In the interest of keeping you informed of Sage’s thoughts regarding the recent volatility in the stock market, we are providing you with an update on our perspective. What has happened? It has been a volatile start for stock markets in the first month of 2022. Last year was an abnormally calm year for U.S. | Read More +
Sage 2022 Annual Letter
2021 was another unusual and sometimes challenging year. We alternated between feelings of relief and anxiety and moved through a series of monumental events, including the ongoing effects of the pandemic, extreme weather conditions, faults in many commercial supply chains, and global political changes. COVID continues to cast a shadow over us, especially as the | Read More +
Sage 2022 Investment Outlook
Introduction: 2021, A Year of Strong Performance Through Uncertainty Stock markets generated strong returns in 2021, while the performance of bonds was mediocre. Following the 2020 U.S. elections, many investors expected higher taxes and a difficult environment for corporations. Instead, corporations registered staggering profit growth, navigating through choppy markets fraught with pandemic-related economic issues (e.g., | Read More +
Insights: Revisiting 2021 Themes and Second Half Outlook
The equity markets performed well in June, supported by continued positive developments throughout the global economy. Equities have performed exceptionally well through the first half of the year, while bonds have been mixed. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 12.56% in the first half of | Read More +
