3 Questions for the Second Half
July 20, 2018 — If the volatility during the first half of 2018 was caused by fears of reflation and higher rates negatively impacting equities, then the theme unfolding for the second half is looking like the opposite – a shock to growth due to trade issues or a slowdown abroad.
Crossing the Rubicon – Yield Curve Inversion
In 49 BCE a provincial governor named Julius Caesar and a single legion of troops crossed a small stream in northern Italy – the Rubicon River – sparking a civil war that . . .
5 Reasons to Favor Core Fixed Income in 2019
Even after factoring in some spread widening during the year, Sage believes 3% to 4% return is easily achievable for core fixed income.
Sage Is in the “No More Rate Hikes” Camp
While investors have focused on the recent stock market recovery, one important development has largely been overlooked: the end of the Fed’s rate-hike cycle.