September Equities Outlook in 5 Charts
September 16, 2019 – Global growth continues to slow, and the escalation in the trade war, weakness in U.S. data, and politics have increased the probability of a global recession in the next 12 months. The silver lining, at least in the short-term, is that coordinated central bank easing will continue to provide some support to risk assets.
Featured Insights
Fixed Income
3 Reasons Now is the Time to Sell High-Yield
In recent weeks, Sage has become more cautious on lower-quality corporate bonds. Our caution is based on the following signals.
Tactical ETF
Making Sense of Fed Policy During COVID-19
March 26, 2020 - The Fed’s response to the economy and market breakdown engendered by the COVID-19 crisis has been unprecedented — not only in scale, but how quickly new . . .