Insights: U.S. Stocks Gain, Foreign Assets Remain Pressured

Click here for a printable version of this post. Overview In June, U.S. stocks rose, but foreign stock indices again declined. Economic data in the U.S. continued to be strong, but political uncertainty abroad, particularly in Europe and in emerging market countries due in part to trade policy, rattled investors.  The Federal Reserve, as expected, | Read More +

Insights: U.S. Stocks Gain, But Foreign Assets Decline Amid Political Uncertainty Abroad

Click here to print. Overview In May, U.S. stocks rose but foreign stock indices declined. Economic data in the U.S. continued to be strong, but political uncertainty in Europe and idiosyncratic developments in a few emerging market countries rattled investors.  The Federal Reserve left its key benchmark rate unchanged, as expected, at its meeting on | Read More +

Insights: Equities Still Sorting Through Policies and Politics

Click here for a printable PDF Overview In March, major U.S. and foreign stock indices moved down. The stability that seemed to have reappeared at the end of February gave way to increased volatility after the Federal Reserve ended its meeting on March 21. Although the Fed’s policy statement contained both dovish and hawkish elements, | Read More +

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 +