Our Perspective: The Recent Market Rally

As we approach the year’s final weeks, we want to share our thoughts on the current market landscape and recent positive developments. What Has Happened? In early November, optimism surfaced around the likelihood that central banks, including the U.S. Federal Reserve (Fed), were finally getting ready to end a historical period of interest rate increases. | Read More +



Sage Insights: Market Observations As Summer Ends

Most major asset classes posted positive returns during the year’s first seven months, and investors enjoyed a respite. This momentum eased, however, in August as higher interest rates prompted concerns about the economy’s health. In this edition of Insights, we take a closer look at recent market performance and discuss the concerns in the market, | Read More +



Sage 2022 Annual Letter

2021 was another unusual and sometimes challenging year. We alternated between feelings of relief and anxiety and moved through a series of monumental events, including the ongoing effects of the pandemic, extreme weather conditions, faults in many commercial supply chains, and global political changes. COVID continues to cast a shadow over us, especially as the | Read More +



Sage 2022 Investment Outlook

Introduction: 2021, A Year of Strong Performance Through Uncertainty Stock markets generated strong returns in 2021, while the performance of bonds was mediocre. Following the 2020 U.S. elections, many investors expected higher taxes and a difficult environment for corporations. Instead, corporations registered staggering profit growth, navigating through choppy markets fraught with pandemic-related economic issues (e.g., | Read More +