Tactical ETF 1Q22 Market Review & Outlook

April 8, 2022 — Risk assets overall remained surprisingly resilient during Q1. Going into Q2, further resilience depends on the Russia-Ukraine war not worsening, expected strong earnings results, and for the consumer to weather the inflation shock. These are a lot of “ifs” and suggests that risk assets are not appropriately pricing in macro risks. On the policy front, the Fed will lead the charge globally in the inflation fight, and the market is already pricing in the Fed’s target of 2.0% to 2.5% by year end. Rate markets have absorbed much of this pain already, which could make rate moves more muted in the coming quarters.

  • DATE: April 8, 2022
generic image

Featured Insights

generic image

Is the Bond Market’s Heat Wave Over?

April 6, 2022 — Sage Managing Partner Michael Walton and Thomas Urano, who leads the Portfolio Management Team, talk about “the perfect storm” that caused. . . .

Learn more >

ESG Solutions

2021 Corporate Social Responsibility Report

Sage’s 2021 Corporate Social Responsibility (CSR) report provides an in-depth look at our company’s ongoing commitment to sustainability.

Learn more >

generic image
Fixed Income, Municipal Fixed Income

There’s No Time Like the Present

March 29, 2022 -- For investors considering municipal bonds, now is a good time to invest in the sector. Year-to-date (as of 3/25/22) . . .

Learn more >