Tactical Investment Strategy August 2018
The fundamental picture remains solid and should support risk assets for the balance of the year, despite increased geopolitical risks and an active Fed. We remain fully invested, but we are now overweight U.S. equities versus other developed regions based on strong fundamentals. We have also increased EM exposure on valuations and have lowered credit risk in fixed income allocations.
Featured Insights
Asset Allocation Perspectives Video August 2018
The risk/reward profile in emerging market debt and equities has become attractive. Sage’s Managing Director of Research Rob Williams discusses . . .
Asset Allocation Perspectives August 2018
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
ESG Solutions
A Rare Opportunity in Coal Waste
U.S. researchers, backed by the Department of Energy, are overcoming what has long been an expensive environmental challenge: extracting rare earth elements (REEs) . . .