[Read the 2022 Annual Letter from Sage Financial Group] 2020 was a highly unusual year that required all of us to regroup and pivot in response to largely unforeseeable challenges. We faced a global pandemic, volatile financial markets, political and social unrest, and the need to learn how to conduct business and life remotely. For | Read More +
Category: Our Perspective
Sage 2021 Market Outlook
Printable version Bulleted summary [Read Sage 2022 Investment Outlook] Introduction 2020 was a year that no market strategist could have foreseen. Within financial markets, nearly all major asset classes globally exhibited positive returns despite extreme volatility, an unprecedented health crisis, a historic economic downturn, a hotly contested election, social unrest, and other systemic shocks. The | Read More +
Our Perspective: An Update on Elections and the Markets
As we await the official election results, we want to share our perspective on how potential outcomes are impacting financial markets now, and in the future. Presidential Election While control of the House and Senate has become more apparent, the presidential election’s outcome remains uncertain, and votes continue to be counted in Nevada, Pennsylvania, Georgia, | Read More +
Our Perspective: Elections and the Markets
On the eve of the U.S. election, we want to share our perspective on potential effects the elections may have on the markets and your investment portfolios. As we have noted periodically over the past several months, heightened volatility is normal around key elections because markets dislike uncertainty. This year, we also are contending with | Read More +
Update On The Markets, The Fed, and Fiscal Policy
Market Returns The bond market was a source of relative stability this week, as the Barclays U.S. Aggregate Bond Index finished up 0.6%. This week’s equity market performance, however, was more negative than it has been in recent weeks. Trading was choppy during the first half of the week, followed by sharp selling on Thursday | Read More +
End-of-Week Market Update for June 6
Investor optimism continued this week, and financial markets maintained an upward trajectory. The S&P 500 finished the week up 4.9%, the technology-focused Nasdaq rose 3.4%, the small cap Russell 2000 advanced 8.0%, and international stocks, as represented by the MSCI ACWI Ex-USA, rose 7.2%. Investment-grade bonds, as measured by the Barclays U.S. Aggregate Bond Index, | Read More +
An Update on the Markets for Week Ending 5.30.2020
Financial markets continued their upward trajectory this week. The S&P 500 finished the week up 3.6%, the technology-focused Nasdaq rose 1.3%, the small cap Russell 2000 advanced 4.1%, and international stocks, as represented by the MSCI ACWI Ex-USA, rose 4.5%. Investment-grade bonds, as measured by the Barclays Aggregate Index, finished the week up 0.2%. Continued | Read More +
End-of-Week Market Update for 5.16.2020
Market Update The financial markets were mostly down this week, following six mostly positive weeks since the beginning of April. While Investment-grade bonds, as measured by the Bloomberg Barclays U.S. Aggregate Bond Index, finished the week up 0.5%, the S&P 500 finished the week down 2.3%, the technology-focused Nasdaq declined 1.2%, and the small-cap Russell 2000 | Read More +
End-of-Week Update on the Markets and COVID-19 for 5.8.2020
This week was positive overall for financial markets. The S&P 500 finished the week up 3.5%, the technology-focused Nasdaq rose 6.0%, the small cap Russell 2000 advanced 5.5%, and international stocks, as represented by the MSCI ACWI Ex-USA, rose 3.0%. Investment-grade bonds, as measured by the Barclays Aggregate Index, finished the week down 0.4%. | Read More +
Update On The Markets & COVID-19: US, China Soften The Rhetoric
Market Update Financial markets have started the week on an upbeat note. Through Tuesday’s close, the S&P 500 has risen 1.3%, the Nasdaq has advanced 2.3%, the small cap Russell 2000 has climbed 1.0%, and International stocks, as represented by the MSCI ACWI Ex-USA, have risen by 1.0%. The Barclays U.S. Aggregate Bond Index has | Read More +
