Tactical Investment Strategy December 2019
The global macro landscape has brightened over the past quarter and we’ve entered 2020 with a positive outlook for data and returns, at least for the first half. Given our outlook, we enter the year with a risk-on posture in equities and a yield carry bias in fixed income.
Sage 2020 Market Outlook
In this podcast, Sage’s Director of Research Rob Williams and Vice President of Research and Portfolio Strategy Komson Silapachai provide a 2020 market outlook and. . . .
Five Key Themes That Will Drive Markets in 2020
This presentation recaps returns for 2019 and provides Sage's market outlook, including 5 key themes for 2020.
Sage Advice Tactical ETF Quarterly Market Review 4Q2019
Global equity markets begin the year well supported, given lingering Goldilocks conditions of decent growth, low inflation, and monetary policy support. Sentiment is . . .