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Sage Advice Municipal Quarterly Market Review 4Q2019
Since valuations continue to remain rich for lower-rated credits, municipal investors would benefit from a modest reduction in BBB credits into A or better credits. . . .
Tactical Investment Strategy December 2019
The global macro landscape has brightened over the past quarter and we’ve entered 2020 with a positive outlook for data and returns, at least for. . . .
Sage Advice Tactical ETF Quarterly Market Review 4Q2019
Global equity markets begin the year well supported, given lingering Goldilocks conditions of decent growth, low inflation, and monetary policy support. Sentiment is running high. . . .
Sage Advice Taxable Quarterly Market Review 4Q2019
Overall returns are likely to be constrained as compared to 2019’s exceptional gains. Core fixed income remains poised for modest gains, given a stable rate. . . .
Sage 2020 Market Outlook
In this podcast, Sage’s Director of Research Rob Williams and Vice President of Research and Portfolio Strategy Komson Silapachai provide a 2020 market outlook and. . . .
Five Key Themes That Will Drive Markets in 2020
This presentation recaps returns for 2019 and provides Sage’s market outlook, including 5 key themes for 2020.
The Coming Global Inflection Point
Sage interviews Reva Goujon, Vice President of Global Analysis at Stratfor, who discusses “The Coming Global Inflection Point,” and the changing geopolitical and demographic landscape.. . . .
The Past is Not Prologue
Sage interviews Brandon Kunz, Partner and Portfolio Specialist at Research Affiliates, who discusses what investors can do to prepare for the prospect of a lower-return. . . .