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.



Periodically, we believe it is important to pause and reflect on what really matters. Understanding why you place your family assets into the capital markets can be achieved with basic questions about yourself and the environment around you.   Engaging in a thought exercise of question-asking allows you to cut through much of the technical terminology and jargon regularly used by the financial industry. Furthermore, thoughtful introspection allows you to triangulate investment goals and an outlook on risk with your underlying portfolio strategy.


Even in the face of market volatility, the global economic backdrop remains healthy and poised for continued growth. Asset price volatility creates opportunities, especially when purchasing high quality companies with solid fundamentals that display a commitment to a growing dividend stream. The duration and severity of volatile periods are always unknown and navigating through opaque, choppy market environments requires discipline and focus to protect your family legacy.


Strong market returns and an economic cycle entering its 9th year leave investors asking: “What should I really expect in 2018?” The search for real answers can be daunting and potentially elusive as investors sift through a myriad of data, news flow, and opinion pieces. While, meaningful signposts point to the continuation of a healthy economic environment, investors should not become complacent and take investment returns for granted.

Fourth Quarter 2017 Newsletter

Investing stirs deep emotions since building and protecting a family’s legacy is a highly personal endeavor. Realistically assessing the investment landscape involves analyzing market drivers and catalysts from a dispassionate perspective. This sounds like a tall order for individuals to successfully accomplish. However, overcoming emotional biases are critical as investors synchronize their rationale for investing in the capital markets with the actual structure of their investments.

Third Quarter 2017 Newsletter

Against a fluid market and economic environment, it is critical to continually examine portfolio strategies to ensure the integration of long-term investment goals and objectives. Strong equity markets, modest economic growth, low inflation, and increasing political uncertainty characterize the current “risk-on” trading environment. Investors search for answers amidst a cacophony of economic and political voices as they ask: “Where do we go from here?”