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Weekly Market Commentary 11/30/2018
“Sticks and stones may break my bones, but ….” Given the fusillade of words being bandied about recently, we wonder if the phrasing of that old adage should be rearranged. For sure, words spoken by key figures in the halls of power had a meaningful impact on the markets this week. The loudest, and most […]
Weekly Market Commentary 11/23/2018
In a holiday-shortened week, investors were mercifully spared at least 1-½ days of market volatility and falling prices that have decimated portfolios over the past month. As the official start of the holiday shopping season gets underway, there are a few things to be thankful for. One is the early start to the season, as […]
Podcast: Which Asset Classes are Most Attractive Right Now?
In this podcast, Sage VP of Research Komson Silapachai discusses the continued market volatility and where Sage sees investment opportunity.
Asset Allocation Perspectives November 2018
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Weekly Market Commentary 11/16/2018
The latest batch of economic reports provides a good example of why it’s important to look beyond the headline numbers. On the surface it would seem that inflation is heating up and consumer spending is surging, underscoring the urgency of the Fed to accelerate its rate-hiking plans. A deeper dive into the data, however, should […]
Podcast: The U.S. Housing Market — Continued Recovery, Slowing Momentum
Sage talks with Fixed Income Portfolio Manager Dustin Qualley about the U.S. housing market recovery, the outlook for 2019, and how Sage is positioned.