The month of September saw stocks and bonds move lower as market participants responded to the Federal Reserve’s decision to likely begin tapering monthly bond purchases toward the end of Q4, the ongoing Evergrande situation in China, and upcoming policy decisions out of Washington, D.C. The MSCI ACWI Index, which represents global equities (i.e., both | Read More +
Our Thinking
Insights: What Drove the Markets in August
Financial markets were generally positive in August as equities advanced, bonds were mixed, and the optimistic economic backdrop continued despite uncertainty regarding the Delta variant of the novel coronavirus. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 2.50% in August, the U.S. large-cap Russell 1000 Index rose | Read More +
Insights: U.S. Corporate Earnings, Inflation, COVID Trends, Infrastructure, and Chinese Regulations
Financial markets were generally stable in July, supported by a positive economic backdrop. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 0.69% in July, the U.S. large-cap Russell 1000 Index rose 2.08%, the U.S. small-cap Russell 2000 Index fell by 3.61%, and the MSCI ACWI Ex-USA Index | Read More +
Insights: Revisiting 2021 Themes and Second Half Outlook
The equity markets performed well in June, supported by continued positive developments throughout the global economy. Equities have performed exceptionally well through the first half of the year, while bonds have been mixed. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 12.56% in the first half of | Read More +
Insights: Economic Growth & Inflation, COVID-19, and Portfolio Diversification
The financial markets performed well in May, supported by continued positive developments throughout the global economy. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 1.56%, the U.S. large-cap Russell 1000 Index rose 0.47%, the U.S. small-cap Russell 2000 Index increased by 0.21%, and the MSCI ACWI Ex-USA | Read More +
Our Perspective: Current Trends In U.S. Inflation
Inflation in the United States is receiving significant attention from the financial media and has some investors worried. In this issue of Our Perspective, we will explain why inflation matters, the trends in the current environment, and what they may mean for investors. Why Does Inflation Matter? Per the International Monetary Fund, or IMF, inflation | Read More +
Sage Recognized Nationally and Regionally
Sage has been recognized nationally by Barron’s as a leading wealth management firm and regionally by The Philadelphia Business Journal as a top money manager for the 8th and 10th consecutive years. These honors are a testament to the hard work and dedication of the entire Sage organization, and they reflect the ongoing trust and confidence our clients and | Read More +
Insights: U.S. Economy, Inflation, COVID-19, and U.S. Corporate Earnings
The financial markets performed well again in April, supported by continued positive developments around the COVID vaccine rollout and fiscal stimulus. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 4.37%, the U.S. large-cap Russell 1000 Index rose 5.38%, the U.S. small-cap Russell 2000 Index increased by 2.10%, | Read More +
An Anniversary Worth Noting
Over the weekend, we celebrated a somber anniversary – it has been one year since COVID-19 was declared a Pandemic, and countries all over the world began issuing orders to lockdown. The ensuing twelve months have been unprecedented and very challenging. Life moved online, we learned new technologies, and we weathered volatile markets at the | Read More +
Insights: Fiscal Stimulus, COVD-19 Developments, and Corporate Earnings
The financial markets performed well in February, supported by continued fiscal stimulus, positive developments around COVID-19, and solid corporate earnings. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), advanced by 2.3%, the U.S. large-cap Russell 1000 Index rose 2.9%, the U.S. small-cap Russell 2000 Index increased by 6.2%, and | Read More +
