The Coronavirus & Capital Markets: Implications & Positioning
How should investors think about the coronavirus and its potential effects on the capital markets? In this podcast, Sage CIO Bob Smith recounts a presentation. . . .
How should investors think about the coronavirus and its potential effects on the capital markets? In this podcast, Sage CIO Bob Smith recounts a presentation. . . .
January 30, 2020 – Growth in ESG funds continues to climb. According to Morningstar, net flows to sustainable funds in the U.S. were $20.6 billion. . . .
The fact sheets provide an overview of the three Sage KIS CITs along with portfolio characteristics, performance, and asset allocation information through the 4th Quarter.
Sage interviews Ward Bortz, Senior Client Portfolio Manager at Invesco, who discusses the growth of factor investing and what’s driving adoption in 2020. This podcast. . . .
In this podcast, Sage’s Michael Walton, Dustin Finley, and Thomas Urano discuss what drove returns for 2019 and share our outlook for the first half. . . .
January 16, 2020 – Sage’s base case going into 2020 is a market environment characterized by stabilizing growth, low inflation, and continued monetary and fiscal. . . .
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. . . .
This presentation recaps returns for 2019 and provides Sage’s market outlook, including 5 key themes for 2020.