Market Update – Q2 2023
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Economic and markets performance was better than expected in the second quarter.
Market Update – Q1 2023
2023 began as a tale of two quarters, as a promising start was met with struggling economic data and looming recession outlooks.
Market Update – Q4 2022
2022 saw a historic increase in interest rates, coupled with global recession fears and a search for safety.
Market Update – Q3 2022
The story of 2022 is the rapid increase in interest rates—far beyond what was expected coming into the year.
Market Update – 1st Half 2022
Several factors pressured both stocks and bonds in the first half of 2022, resulting in a particularly difficult period for “60/40” style portfolios.
Sage Mountain 2022 Outlook
For “risk-on” financial markets, 2021 continued the strong rebound engineered by policymakers responding to the pandemic’s ill economic effects.
What to Consider When Rebalancing a Portfolio: Riding Performance or Staying on Target?
Research from William Bernstein suggests that "rebalancing works best with volatile, uncorrelated assets whose returns are roughly similar"