Insights: U.S. Economy, Inflation, COVID-19, and U.S. Corporate Earnings

The financial markets performed well again in April, supported by continued positive developments around the COVID vaccine rollout and fiscal stimulus.  The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 4.37%, the U.S. large-cap Russell 1000 Index rose 5.38%, the U.S. small-cap Russell 2000 Index increased by 2.10%, | Read More +

Insights: Fiscal Stimulus, COVD-19 Developments, and Corporate Earnings

The financial markets performed well in February, supported by continued fiscal stimulus, positive developments around COVID-19, and solid corporate earnings.  The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 2.3%, the U.S. large-cap Russell 1000 Index rose 2.9%, the U.S. small-cap Russell 2000 Index increased by 6.2%, and | Read More +

Insights: The Markets, COVID Developments, and Corporate Earnings

The new year started on a generally positive note for the markets, supported by low interest rates, positive vaccine developments, and impressive corporate earnings. In January, the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), declined by 0.5%. The U.S. large-cap Russell 1000 Index fell 0.8% in January, although the | Read More +

Sage 2021 Market Outlook

For a printable version, click here. For bullets, click here. 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. | 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 +

Insights: COVID Developments, the U.S. Presidential Election, and Fiscal Stimulus

Global equity markets moved higher across the board in November as clarity emerged around the U.S. presidential election results, and three companies shared positive data from COVID vaccine trials. During the month of November, the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), has risen 11.8%, while the MSCI ACWI | 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 +

Insights: The Markets, Fiscal Stimulus, and the November Elections

Market Update At the end of September, financial markets experienced a modest sell-off; since then, however, performance has been positive. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), has risen 3.2% to date in October, while the MSCI ACWI Ex-USA (international stocks) has increased by 2.8%. U.S. large cap | Read More +