2021 First Half Outlook & Positioning

Going into 2021, Sage is positioned for upside given continued positive economic momentum, accommodative monetary policy, a forthcoming fiscal stimulus package, and vaccine rollouts. In this piece, Sage illustrates our key themes and positioning for the first half of 2021, as well as the risks to our outlook.

  • DATE: December 17, 2020

Featured Insights


Investment Committee Roundtable: 2021 Outlook

In this podcast, Sage’s CIO Bob Smith sits down with members of Sage’s investment committee – Rob Williams, Thomas Urano, Jeff Timlin, and Komson Silapachai. . . .

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Tactical ETF

Tactical ETF Performance Commentary 4Q20

This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter.

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Taxable 4Q20 Market Review & Outlook

As we turn our attention, finally, toward 2021 we note that not only has the macro landscape changed dramatically over . . .

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