Tactical Investment Strategy — March 2023
March 13, 2023 — Risk and rates markets remain captives of shifting Fed policy expectations, which have become more hawkish over the last month due. . . .
March 13, 2023 — Risk and rates markets remain captives of shifting Fed policy expectations, which have become more hawkish over the last month due. . . .
March 13, 2023 — During periods of inverted yield curves, investors may ask “why should I take on additional price/interest rate risk if I can. . . .
Sage was founded in 1996 by Robert G. Smith, III and Mark C. MacQueen. Prior to forming Sage, Bob and Mark both spent many years. . . .
March 1, 2023 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
February 28, 2023 — Last Thursday, the State of Illinois achieved another milestone with its third one-notch rating upgrade from S&P over the last 19. . . .
February 21, 2023 — In this video, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
February 16, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
February 15, 2023 — We continue to view the risk/reward for fixed income as favorable. In the near-term, rates could come under renewed pressure as. . . .