Although February is the shortest month of the year, it was no less eventful as market participants digested corporate earnings, economic data, and the new administration’s trade-related announcements. In this edition of Insights, we examine key developments, including the impact of tariff announcements, fluctuations in the Treasury market, and the dispersion of stock performance leaders | Read More +
Category: Our Thinking
Sage Insights: Navigating Markets in the New Year
2025 began with no shortage of market-moving events, as the change in the White House brought uncertainty about how different leadership and economic policies could impact global markets. In this edition of Insights, we examine key recent developments, including the emergence of tariff-linked policies, the Federal Reserve’s decision to pause rate cuts, and competition among | Read More +
Sage 2024 Performance Review and 2025 Investment Outlook: Positioning for Opportunity in a Changing Landscape
2024 In Review: Climbing to New Heights We began 2024 buoyed by the momentum of 2023’s economic and market rebound but entered the year mindful of a complex and evolving global landscape. Key elections loomed across several major economies, central bankers geared up to pivot from two years of restrictive policies, and markets anticipated opportunities | Read More +
Sage Insights: Navigating Markets After the Election
November was a busy month, marked by the U.S. election and another rate cut from the Federal Reserve. In this edition of Insights, we’ll discuss how these events influenced market dynamics, shaping expectations for trade policy, economic growth, and cryptocurrency trends. As we look toward year-end and beyond, our focus remains on effective portfolio management | Read More +
Our Perspective: On the 2024 U.S. Elections
With the results of the U.S. presidential election announced and the congressional elections coming into more precise focus, we wanted to share our perspective on what these outcomes could mean for markets and your investment portfolio. Upfront, it is important to state that historically, equity markets have delivered positive returns on average, regardless of the | 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: Market Movements and Perspective — Analyzing the Past Month and the Road Ahead
In this edition of Insights, we review monthly market performance, the potential for the Federal Reserve to lower rates in September, the standout month for small-cap stocks, and historical market patterns during election years. Market Overview Positive labor markets and inflation data drove markets higher in July. Earlier in the month, the U.S. jobs report | 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 +
