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 +



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 as Data Cools and Markets Rise

Markets regained momentum in May after retreating toward the end of April and welcomed softer inflation data, a strong jobs report, and healthy consumer-driven economic growth. The CPI report in mid-May showed lower inflation than anticipated, supporting expectations for the likelihood of lower future interest rates. Since consumer spending accounts for nearly 70% of U.S. | Read More +