Market Update – Q1 2024

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In the first quarter, confidence increasingly rose that the US economy would remain strong while inflation concerns persisted, pushing out expectations for the first Federal Reserve rate cut to later in 2024 or even into 2025.

Market Update – Q4 2023

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Markets defied expectations in 2023, outpacing assumptions. We recap 2023 and provide our investment outlook for 2024 and beyond.

Market Update – Q3 2023

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Seasonality held true, as the broad markets across stocks and bonds sold off during Q3

Market Update – Q2 2023

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Economic and markets performance was better than expected in the second quarter.

Market Update – Q1 2023

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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

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2022 saw a historic increase in interest rates, coupled with global recession fears and a search for safety.

Market Update – Q3 2022

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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

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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

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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?

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Research from William Bernstein suggests that "rebalancing works best with volatile, uncorrelated assets whose returns are roughly similar"
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