Tactical Investment Strategy March 2020

Given the shutdown in economies across the globe, the oil shock, and credit crunch, the base case economic outlook has rapidly shifted to include a period of negative growth in the U.S. and at least a short (two-quarter) global recession.

  • DATE: March 23, 2020
  • TYPE: PDF

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Webinar – Markets Reflect an Economic Contraction & Could Present a Medium-Term Opportunity

Hear members of our investment team discuss changes in key market segments and where Sage sees opportunities. 

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Asset Allocation Perspectives March 2020

This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned . . .

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Tactical Investment Strategy February 2020

While the fears surrounding the coronavirus have weighed on sentiment and markets, improving fundamentals and highly supportive monetary policy continue to underpin risk assets.

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