Sage Advice Taxable Quarterly Market Review 3Q2020
For income-oriented investors, it has been a banner year, as yields fell in response to the global pandemic and spreads have fully recovered from March levels. With rates held in check by policy and less room for spread tightening, we expect income carry to be the primary return driver in the months to come. Returns were more muted during the third quarter and likely will be during 4Q, but we expect strong demand for yield, policy support, and higher equity volatility to keep the return trend positive into year-end.
Fixed Income Perspectives — October 2020
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Asset Allocation Perspectives — Elections & Market Implications
This brief report details how the markets are likely to respond to various elections scenarios. . . .
Tactical Investment Strategy, October 2020
While markets experienced a rocky September following a very strong August, evidence points to further economic . . .