Asset Allocation Perspectives March 2020

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 response; this makes it challenging to gauge a fundamental bottom. The following presentation outlines the current economic conditions, monetary policy response, and valuations, as well as how Sage is positioned in the current environment.

  • DATE: March 19, 2020
  • TYPE: PDF

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