In November, financial markets recovered some of the ground lost during the previous ten months. This was the second straight month of positive returns for equities, which is encouraging in a year with no shortage of challenges. At the same time, bond returns had their strongest single month of 2022 in November. As we look | Read More +
Our Thinking
Sage Insights: Federal Reserve Rate Hikes Persist, Political Volatility in China, and Perspective on the Journey of Investing
October was a very strong, yet volatile, month for the equity markets driven by aggregate positive corporate earnings. Bonds prices declined modestly as interest rates continued to rise. For most investors, this widespread historic selloff has created bumps in their investment journeys, underscoring the value of custom investment plans. The unfortunate reality is that large | Read More +
Sage Insights: Global Growth Slows and Valuations Compress Amid Historic Central Bank Tightening
Stocks and bonds lost ground in September, completing a third consecutive quarterly decline. Across the globe, central bankers continued to increase interest rates and the cost of borrowing at an unprecedented speed in an effort to control inflationary pressures. This swift rise in interest rates has created the risk of a monetary policy-induced recession, along | Read More +
Sage Insights: Central Banks Seek Equilibrium, Europe’s Energy Problem, and a Broader Investment Perspective
Stocks and bonds had a broadly negative month in August. Bond returns were negative in most areas of the world as interest rates continued to rise. Stocks in the U.S. and other developed markets declined on average while emerging market stocks were positive. While the indices were mixed, persistent volatility in prices signaled that the | Read More +
Sage Recognized as a Leading Best Place to Work
We are proud to share that Sage has been recognized as the #2 Best Place to Work among companies of similar size by the Philadelphia Business Journal. This accolade is particularly important to us because it focuses on culture and attitude, two aspects of Sage that we take great pride in and consider our “secret | Read More +
Sage Insights: Technical Recession, Economic Data Versus Equity Markets, and A Broader Perspective
Stocks and bonds both performed well in July, providing a moment of positivity in what has been a challenging environment for the global economy and financial markets. Still, markets have remained volatile, which we know can create stress. We feel it too. While markets had an encouraging July, the headwinds they have faced for much | Read More +
Sage Insights: Ongoing Inflation, China’s Evolving COVID Policy, and Geopolitics in Europe
Financial markets ended the 2nd quarter of 2022 just as they began, offering investors no reprieve from the unease and uncertainty that has defined much of the year’s first half. Together, U.S. investment-grade fixed income[1] and equity[2] indices closed out their weakest start to the calendar period in nearly 50 years. At the same time, | Read More +
Our Perspective: Continued Market Volatility
The first half of 2022 has continued to present a challenging environment for stock and bond markets. Those challenges came back into focus this week as markets fell sharply on the heels of higher-than-expected inflation numbers and anticipated actions from the Fed. In turbulent times like these, we seek to be a source of insight | Read More +
Sage Insights: Inflation in Focus, China’s COVID Policy, and the Benefits of Portfolio Diversification
The market volatility we have experienced throughout 2022 continued to rear its head for most of May before stocks rallied in the final full week of the month. Equities finished the month roughly unchanged, and bonds had their first positive month of the year. May also saw elevated inflation readings showing early signs of the | Read More +
Our Perspective: On The Current Market Environment
2022 has presented us with stock and bond markets that may create a feeling of uncertainty. In these times, we favor over-communicating so that you are fully informed on our current actions and thinking as it relates to market volatility and your personal financial goals. With that objective in mind, we’d like to share a | Read More +
