Asset Allocation Perspectives Video April 2017
Our current view is that the favorable mix of macro conditions that have driven risk assets higher over the last several months will persist in the second quarter. This includes a broad-based improving global growth picture, rising but manageable inflation, and the likelihood of substantive fiscal stimulus in the US.
- DATE: April 27, 2017
- TYPE: Video
Featured Insights
Tactical ETF
Asset Allocation Perspectives, April 2017
The Sage Asset Allocation Perspectives presentation offers insight into global equity and fixed income markets and gives color on the positioning within our tactical ETF...
Tactical ETF
Asset Allocation Perspectives Video April 2017
Key risks to our outlook, and the markets, lie primarily in political unrest and valuations.
Tactical ETF
Tactical Investment Strategy April 2017
We retain our bullish view for risk assets, but acknowledge that elevated political and policy risks coupled with full valuations could cause a pickup in volatility...