Tactical Investment Strategy November 2019
Signs of stabilization in global data and progress on trade have put some optimism back into markets. While our longer-term view remains less bullish given weakening growth momentum overall and elevated valuations across most asset classes, we have positioned in favor of modestly higher rates and a better outlook for risk assets.
Asset Allocation Perspectives October 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Fixed Income Perspectives November 2019
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Tactical ETF Performance Commentary 3Q19
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.