Our Newsletters from Sabal Trust Our Newsletters from Sabal Trust

Our Newsletters

Sabal Trust produces the “Our View” newsletter quarterly to provide insight into the financial marketplace. Our experts offer key overviews, strategies and interpretations of the current financial environment.



Investors have never experienced a year like 2020. Yet, we all face another hurdle ahead: The Presidential Election. Approaching November, the investment community will carefully analyze the potential market impact of different electoral outcomes. The results will inevitably influence the debate on how our political leaders fundamentally handle the domestic economy, wage growth, and position the U.S. on the global stage. We can better define the risks that lay ahead when clarity eventually shines on the uncertain political backdrop.


Conducting post-mortems on investment decision-making should be a routine exercise for all investors with the goal of continual improvement. The luxury of time allows for an introspective look into your decision-making. COVID-19 brought elevated volatility and ambiguity. This experience tested each of us as we embraced the societal and health implications of the virus as well as effects of the synchronized global economic shutdown. Now, as we move further through time, investors can peer through The Looking Glass, specifically at their investment strategies and how they make decisions.


During periods of market stress and elevated volatility, it is important to pause and reflect on what truly matters to each of us. This important thought exercise helps us better understand why we invest. Placing precious family assets into the capital markets is a daunting and formidable task even under normal circumstances. When times become more challenged, thoughtful introspection allows you to match investment goals and a perspective on risk with your underlying portfolio strategy.


Is your glass half full or half empty? Everybody views the world through a unique set of lenses, which impacts their decision-making. The debate over the economic cycle’s sustainability and durability has investors taking both sides of the argument. Additionally, a highly polarized political environment will likely divide investors along party lines leading up to the November election. Potential political and economic changes will grip the investment landscape and set the tone for the investment environment over the coming year.


Investing is emotional. Think for a moment about the range of emotions you have experienced over time as they related to various investments. In an everchanging world, the market ups and downs can elevate investor emotions and spark both fear and greed. Understanding what influences markets helps to create an investment framework that reconciles emotions with the realities of risk and return. Recklessly embracing risk is imprudent, but it is equally irresponsible to ignore long-term investment opportunities. Consistent and methodical risk management through the cycle is the best way to protect and grow capital over time.

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