Tactical ETF 1Q21 Market Review & Outlook
April 13, 2021 — Heading into the second quarter, the macro picture continues to be supportive for risk assets; additional stimulus, increased vaccine distribution, and healthy consumer balance sheets have pushed growth forecasts higher. From an economic perspective, the global economy is primed to grow at its fastest pace in decades. Global GDP growth is now expected to be around 6.5% for 2021. The primary risk to the outlook is an overheating scenario, which could drive up inflation quickly and prompt fears that the Fed will need to rush a more compressed taper/hiking timeline. Indeed, these fears have already crept into bond markets as is evidenced by the rise in rates during the first quarter; over the next quarter, however, we do not see these fears derailing the recovery or the risk rally.
Is Now the Time to Buy Fixed Income?
April 6, 2021 -- Interest rates have risen remarkably since August, from 0.52% on August 4 to 1.74% on March 31, resulting in negative total . . .
Sage Stewardship Policy
This report outlines Sage’s approach to stewardship, including our engagement policy and commitment to industry initiatives. Sage's Stewardship Policy represents current . . .
Tactical Investment Strategy, March 2021
March 17, 2021 -- As Covid-19 cases decline and economies reopen, the anticipation of continued economic growth and a renewed boost in . . .