Tactical Investment Strategy, December 2021

December 13, 2021 — Heading into 2022, we expect above-trend growth, but lower returns and higher volatility, given virus concerns and the Fed’s accelerated timeline toward tighter policy. From an asset allocation standpoint, we remain broadly tilted toward risk assets, overweight equities vs. fixed income in balanced accounts and overweight credit and higher-yielding markets in fixed income.

  • DATE: December 13, 2021
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Featured Insights

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Tactical ETF

Asset Allocation Perspectives, 1H22 Outlook

December 13, 2021 -- The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned going into 2022.

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Fixed Income

No, 60/40 is Not Dead

December 1, 2021 -- A recent trend in commentaries has had some disturbing elements, including suggestions that a traditional 60/40 portfolio no longer . . .

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Municipal Fixed Income

The More Things Change, the More They Stay the Same

December 1, 2021 -- In "A Muni Minute," Sage explains why recent ratings upgrades for the State of Illinois maybe short-lived and provides an alternative municipal option.

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