For a printable version, click here. For a condensed series of bullets, click here. Introduction 2019 was a positive year for virtually all major asset classes globally and, overall, a year that widely exceeded expectations. At the end of 2018, the Fed was raising interest rates, recession fears were widespread due to the ongoing trade | Read More +
Category: Uncategorized
Insights: Global Stocks Notch Additional Gains in November
For a printable version, click here. Overview In November, most major stock indices rose. The monthly return for the S&P 500 was 3.63%, while non-U.S. stocks in the MSCI ACWI ex-USA gained a respectable 0.88%. Although bond market indices had mixed results in November, year to date the main global market indices, for both stocks | Read More +
Insights: U.S. Stocks Rebound in September on Hopes of Boost from Monetary and Trade Policy
For a printable version, click here. Overview In September, U.S. and foreign stocks climbed, domestic core bonds declined, and emerging market bond performance was mixed. These asset class returns reflect a prevailing hope that central bank policy would help to stabilize global growth and that there might be an improvement in global trade relations when | Read More +
Insights: U.S. Stocks and Bonds Rise in July on Fed Hopes
To print, click here. Overview In July domestic stocks and bonds rose again, primarily in continued anticipation that the Federal Reserve would lower interest rates at its meeting on July 31 and that the action would support U.S. economic growth. The monthly return for the S&P 500, for instance, was 1.44%. In contrast, non-U.S. stocks | Read More +
Insights: Broad Gains in June
To access a printable version, please click here. Overview In June domestic and foreign stocks and bonds rose sharply, primarily in response to signals from the Federal Reserve that it may soon cut interest rates and hopes for renewed trade policy negotiations between China and the U.S. The monthly return for the S&P 500, for | Read More +
Our Perspective: On the Trade Dispute Between the U.S. and China
In view of recent developments, we want to provide an update on trade negotiations between the U.S. and China. What Has Happened? The disagreement in trade policy and practice between the two global economic giants had recently occupied a calmer plane. But tensions resurfaced last week when the U.S. announced that it would increase tariffs | Read More +
Insights: S&P 500 Notches New All-Time High Amid Patient Fed and Strong Economic Growth
To print, click here. Overview In April, domestic and foreign stocks and bonds climbed yet again. The monthly return for the S&P 500, for instance, was a sharply higher 4.05%, and non-U.S. stocks in the MSCI ACWI ex-USA gained 2.64%. U.S. bond prices were largely flat on modest yield movement so that, for instance, the | Read More +
Sage Recognized By Barron’s and The Philadelphia Business Journal
We are proud to share with you the news that Sage has once again been recognized as a leading wealth management firm by both Barron’s and the Philadelphia Business Journal. While we are honored by these recognitions, our number one priority, and what we are most proud of, is our clients’ satisfaction, which is reflected by our 98% | Read More +
Insights: Equities Rise Again in February Due to Steady Fed and Trade Optimism
For a printable version, click here. Overview In February, U.S. and foreign stocks again appreciated. The monthly return for the S&P 500, for instance, was 3.21%, U.S. small company stocks in the Russell 2000 Index climbed 5.2%, and non-U.S. stocks in the MSCI ACWI ex-USA gained 1.95%. Markets continued to respond favorably to Fed Chairman | Read More +
Insights: Major Markets Jump in January
Click here for a printable version of Insights. Overview In January, U.S. and foreign stocks and bonds moved higher. The monthly return for the S&P 500, for instance, was 8.01%, the highest monthly gain in more than 8 years, and the best January since 1987. This turnaround from the stock market weakness in December was | Read More +
