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Weekly Market Commentary 10/26/2018
Halloween has arrived early for investors as the ghosts and goblins are stirring up a virulent storm in the stock and bond markets. To be sure, volatility has been ramping up throughout the month, reflecting the steady drumbeat of crosscurrents buffeting investor sentiment. These include mounting concerns over rising interest rates, a Fed policy that […]
Weekly Market Commentary 10/19/2018
If, as the saying goes, the stock market tends to climb a “wall of worry” its uphill journey is getting more challenging by the week. For sure, there was no shortage of anxiety-producing events to knock it down a few notches this week. The scrum with Saudi Arabia over the alleged gruesome killing of a […]
Sage Advice Municipal Quarterly Market Review 3Q2018
A combination of rising Treasury rates and the end of seasonal redemption pressures resulted in a weaker tone for the municipal market for the third quarter. For the last quarter of 2018, Sage will continue to be opportunistic in adjusting duration and curve positioning, as yield levels reach the upper and lower boundaries of the […]
Sage Advice Taxable Quarterly Market Review 3Q2018
The third quarter provided better returns across most asset classes than the previous quarter, particularly U.S. risk assets. As we enter the fourth quarter, the macro landscape continues to argue for upside in risk assets, driven by the strong global economy, gradual policy normalization, and a slow uptick in inflationary pressures.
Fixed Income Perspectives October 2018
This presentation provides insight into our fixed income outlook, and illustrates how Sage is positioned in an environment of U.S. economic expansion, rising interest rates, and continued trade tensions.