Tag Archive for: insights

Market Update – Q4 2023

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

Market Update – Q2 2023

/
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"
© Copyright 2024 - Sage Mountain | Web Design by M16 Marketing