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.
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The Coronavirus and Sage’s Fixed Income Exposure
February 6, 2020 — The WHO has called the coronavirus crisis outbreak a “public health emergency of international concern.” This declaration has implications for the. . . .
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. . . .
Watch for These 6 ESG Trends
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. . . .
Sage KIS Cash Balance CIT Strategies
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.
“Factor-Based Investing” with Ward Bortz of Invesco
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. . . .
Fixed Income 2019 Review and 2020 Outlook
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. . . .
5 Key Themes That Will Drive Markets in 2020
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. . . .