Tactical Investment Strategy March 2020
Given the shutdown in economies across the globe, the oil shock, and credit crunch, the base case economic outlook has rapidly shifted to include a period of negative growth in the U.S. and at least a short (two-quarter) global recession.
Featured Insights
Fixed Income
Webinar – Markets Reflect an Economic Contraction & Could Present a Medium-Term Opportunity
Listen to members of our investment team discuss changes in key market segments and where Sage sees opportunities.
Tactical ETF
Asset Allocation Perspectives March 2020
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned . . .
Tactical ETF
Tactical Investment Strategy February 2020
While the fears surrounding the coronavirus have weighed on sentiment and markets, improving fundamentals and highly supportive monetary policy continue to underpin risk assets.