With a higher probability of industry-wide downgrades over the coming year, sector allocation and rebalancing will remain focused on stable-to-improving sectors, including both general obligation. . . .
The first quarter will be long remembered for the alarming rise of COVID-19 outside China into the developed world and how fears of a global. . . .
Our base-case scenario has shifted from a fragile stabilization going into 2020 to a global recession, with a large contraction in the first half and. . . .
March 26, 2020 – The Fed’s response to the economy and market breakdown engendered by the COVID-19 crisis has been unprecedented — not only in. . . .
March 24, 2020 — These case studies provide a thoughtful analysis for key holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a. . . .
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. . . .
March 19, 2020 — Listen to members of our investment team discuss changes in key market segments and where Sage sees opportunities.
Our base case includes a scenario in which markets continue to be volatile due to virus spread uncertainty, the economic impact, and the evolving policy. . . .
