Sage 2018 Investment Outlook

Introduction 2017 was an excellent year for many investments. Synchronized global economic growth, low inflation, below-average volatility in equity markets, generally improving employment conditions in the United States, stability in China, and continued economic recovery in Europe, among other factors, all contributed to global Goldilocks conditions.  Going into 2017, these conditions were uncertain, and we | Read More +

Insights: Autumn Falls but Assets Rise Once Again in October

In October, U.S. and foreign equity prices moved higher yet again. On the month, the S&P 500 Index rose 2.33%, the MSCI All Country World ex-US Index was up 1.88%, and the MSCI Emerging Markets Index of stocks gained 3.51%.  Even core U.S. bond prices inched ahead. The broad Barclays Aggregate U.S. Bond Index tiptoed | Read More +

Insights: Bonds and Stocks Generally Rise Again in August

In August, bond prices generally moved higher and stock prices were mixed. The broad Barclays Aggregate U.S. Bond Index rose 0.90% last month largely as a flight to safety amid geopolitical uncertainty from North Korean missile testing. U.S. large company stocks in the S&P 500 Index rose 0.31%, but small company stocks in the Russell | Read More +

Insights: Foreign Stocks Accelerate Ahead in July

Stock prices moved higher in July, especially in developed and emerging markets outside the U.S. The broad, large-company S&P 500 Index rose 2.06%.  The MSCI Emerging Market Index gained nearly three times that, gaining 5.96%.  Core bond prices were modestly higher, and the U.S. 10-Year Treasury note ended the month with a yield largely unchanged | Read More +