The new year started on a generally positive note for the markets, supported by low interest rates, positive vaccine developments, and impressive corporate earnings. In January, the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), declined by 0.5%. The U.S. large-cap Russell 1000 Index fell 0.8% in January, although the | Read More +
Our Thinking
Sage 2021 Annual Client Letter
[Read the 2022 Annual Letter from Sage Financial Group] 2020 was a highly unusual year that required all of us to regroup and pivot in response to largely unforeseeable challenges. We faced a global pandemic, volatile financial markets, political and social unrest, and the need to learn how to conduct business and life remotely. For | Read More +
Sage 2021 Market Outlook
Printable version Bulleted summary [Read Sage 2022 Investment Outlook] Introduction 2020 was a year that no market strategist could have foreseen. Within financial markets, nearly all major asset classes globally exhibited positive returns despite extreme volatility, an unprecedented health crisis, a historic economic downturn, a hotly contested election, social unrest, and other systemic shocks. The | Read More +
Our Perspective: An Update on Elections and the Markets
As we await the official election results, we want to share our perspective on how potential outcomes are impacting financial markets now, and in the future. Presidential Election While control of the House and Senate has become more apparent, the presidential election’s outcome remains uncertain, and votes continue to be counted in Nevada, Pennsylvania, Georgia, | Read More +
Insights: COVID Developments, the U.S. Presidential Election, and Fiscal Stimulus
Global equity markets moved higher across the board in November as clarity emerged around the U.S. presidential election results, and three companies shared positive data from COVID vaccine trials. During the month of November, the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), has risen 11.8%, while the MSCI ACWI | Read More +
Our Perspective: Elections and the Markets
On the eve of the U.S. election, we want to share our perspective on potential effects the elections may have on the markets and your investment portfolios. As we have noted periodically over the past several months, heightened volatility is normal around key elections because markets dislike uncertainty. This year, we also are contending with | Read More +
Insights: The Markets, Fiscal Stimulus, and the November Elections
Market Update At the end of September, financial markets experienced a modest sell-off; since then, however, performance has been positive. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), has risen 3.2% to date in October, while the MSCI ACWI Ex-USA (international stocks) has increased by 2.8%. U.S. large cap | Read More +
Insights: Our Perspective on Events Impacting Investors September 12th
Market Update At the time of our last commentary in August, markets were on a steady upward trend. So far this month, however, we have seen a modest — albeit sharp — sell-off in equity markets, particularly in technology stocks. Since September 1st, core U.S. bonds, as represented by the Bloomberg Barclays Aggregate U.S. Bond | Read More +
Insights: Our Perspective On Events Impacting Investors August 22nd
Market Update COVID-19 statistics, consumer spending, and improving trends in employment data drove positive equity gains for most indices since our last update. The MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), gained 1.6% over the past two weeks, while the MSCI ACWI Ex-USA (international stocks) gained 1.1%. U.S. large | Read More +
Sage Recognized by Barron’s and the Financial Times
In the early stages of the pandemic, our top priorities were the health and safety of our community, including family, colleagues, and clients. Additionally, we were deeply focused on our ongoing responsibility and attention to managing the business and our clients’ portfolios. During that time we learned that Sage had been recognized by Barron’s as | Read More +
