Tactical Investment Strategy, April 2021
April 23, 2021 — The second quarter brings a rosy economic picture, with double-digit GDP growth expected as reopening activity meets swelling consumer wallets. The primary risk to the outlook is an overheating scenario that drives up inflation quickly and prompts fears that the Fed will need to rush a more compressed taper/hiking timeline. We see this as unlikely and remain tilted toward an upside scenario, but we have lowered risk modestly given valuations and strong returns.
Asset Allocation Perspectives — April 2021
April 19, 2021 -- The following presentation outlines the current economic conditions, policy response and valuations, as well as . . .
Tactical ETF Performance Commentary 1Q21
April 14, 2021 -- This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.
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 . . .