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 +

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 +

Insights: Our Perspective on Events Impacting Investors September 12th

Market Update At the time of our last commentary in August, markets were on a steady upward trend. So far this month, however, we have seen a modest — albeit sharp — sell-off in equity markets, particularly in technology stocks. Since September 1st, core U.S. bonds, as represented by the Bloomberg Barclays Aggregate U.S. Bond | Read More +

Insights: Our Perspective On Events Impacting Investors August 22nd

Market Update COVID-19 statistics, consumer spending, and improving trends in employment data drove positive equity gains for most indices since our last update. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), gained 1.6% over the past two weeks, while the MSCI ACWI Ex-USA (international stocks) gained 1.1%. U.S. large | Read More +

Sage Recognized by Barron’s and the Financial Times

In the early stages of the pandemic, our top priorities were the health and safety of our community, including family, colleagues, and clients.  Additionally, we were deeply focused on our ongoing responsibility and attention to managing the business and our clients’ portfolios. During that time we learned that Sage had been recognized by Barron’s as | Read More +

Insights: Our Perspective On Events Impacting Investors

Market Update U.S. manufacturing Purchasing Managers Index (PMI) data, progress on U.S. fiscal policy negotiations, modest easing in COVID hotspots, and a strong U.S. employment report drove positive equity gains this week. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), closed the week up 2.2%, while the MSCI ACWI | Read More +

Insights: The Markets This Week and The 2020 U.S. Elections

Market Update Markets were mixed this week as they digested an enormous amount of news that ranged from generally positive corporate earnings and plateauing COVID cases/hospitalizations in key U.S. hotspots, to second-quarter GDP data, to stalled fiscal stimulus negotiations, and an increase in continuing jobless claims.  The MSCI ACWI Index, which represents global equities (i.e., | Read More +

Insights: The Markets, Economic and Mobility Data, and Fiscal Stimulus

Market Update The markets finished the week largely unchanged, in a week that had generally positive Q2 earnings reports and an agreement on a fiscal stimulus package in the E.U. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), closed the week down 0.1%, while the MSCI ACWI Ex-USA (international stocks) | Read More +

Insights Week Ending July 18

Market Update The key drivers of this week’s market movements were positive updates on COVID-19 treatments and vaccine candidates, as well as continued optimism surrounding a fifth stimulus package. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), closed the week up 1.1%, while the MSCI ACWI Ex-USA (international stocks) | Read More +