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Asset Allocation Perspectives January 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Fixed Income Perspectives January 2019
A decelerating global economy and waning effects from fiscal stimulus will constrain expansion in 2019. For the first time post-crisis, the macro environment favors core. . . .
Sage Advice Municipal Quarterly Market Review 4Q2018
Going into 2019, Sage was positioned with a slightly long-duration profile and a bullet tilt to our curve structure. Sage will continue to be opportunistic. . . .
Asset Allocation Perspectives Performance Through Shifting Market Environments