Sage Advice Taxable Quarterly Market Review 4Q2018
Heading into the new year, our outlook is one of caution given an expected downshift in global growth and earnings, tightening liquidity from central banks, and a fairly long list of potential geopolitical tail risks. Our credit exposure is focused on lower-beta issuers in sectors with lower leverage and a strong fundamental outlook.
Fixed Income Perspectives December 2018
This presentation provides insight into our fixed income outlook, and illustrates how Sage is positioned amid continued market volatility.
Fixed IncomeTactical ETF
Tactical Investment Strategy December 2018
The fourth quarter has gotten progressively worse for risk assets, as the list of macro concerns have grown and negative sentiment has become more entrenched. . . .
Podcast: The Yield Curve Inversion – What’s Different This Time?
Is a recession imminent? “History doesn’t repeat itself, but it often rhymes.” Sage Advisory's Komson Silapachai weighs in on, what’s different this time?