March 15, 2019 — For over a year, U.S.-China trade tensions have seized investor sentiment and dominated headlines. While tariffs and a potential resolution to. . . .
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Sage’s VP of Research Komson Silapachai explains how China’s economic growth is changing and why Sage has a negative outlook on emerging markets.
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Sage’s Fixed Income Portfolio Manager Ryan O’Malley discusses trends in the consumer staples sector and why bond investors should exercise caution when choosing credits in. . . .
To what extent are ETF providers that invest in “sustainable” companies engaged with those companies? Sage ESG Research Analyst Emma Smith discusses the results of. . . .
With equities and spread sectors recovering most of what was lost in the fourth quarter, we have become more cautious in our asset allocation positioning. . . .
March 7, 2019 — Due in part to ongoing fiscal challenges, New York’s Metropolitan Transportation Authority (MTA) bonds are currently trading at attractive levels.