This presentation recaps returns for 2019 and provides Sage’s market outlook, including 5 key themes for 2020.
Product Categories: Tactical ETF
“Are Global Markets Approaching A Fork In The Road” with State Street’s Michael Arone
Sage interviews Michael Arone, a Managing Director and Chief Investment Strategist for State Street Global Advisors U.S. Intermediary Business Group. Arone discusses the trends underpinning the performance of ETFs and his predictions for markets in 2020.
This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical events, investment strategy, risk management, retirement policy and issues, women and investing, and sustainable investing.
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.
July Equities Outlook in 5 Charts
July 16, 2019 – Sage provides an outlook for equities in 5 charts.
4 Reasons “Going to Cash” is Not the Best Strategy During Market Volatility
June 26, 2019 – At Sage, we are tactical managers who make adjustments to our portfolios as the market environment changes. What does this mean?
Hold the Door – Policy Optimism Could Provide a Good Exit Point
June 24, 2019 – The Fed and the other major central banks have turned decidedly dovish in the face of trade concerns and a more obviously weakening global economy.
The U.S. Economy – Signs of A Sneaky Slowdown
May 21, 2019 — We are in the longest U.S. economic expansion in modern history. Barring a black swan of epic proportions this month, the U.S. economy will break the record in June for the longest expansion since 1854.
China’s Conundrum: Why a Trade Deal Remains Out of Reach
May 10, 2019 — We think the bar is high for the U.S. and China to strike a deal on structural issues, such as changing China’s laws on forced technology transfer and the protection of U.S. intellectual property.
Putting Trade into Context: Sage’s Outlook on Emerging Markets
March 15, 2019 — For over a year, U.S.-China trade tensions have seized investor sentiment and dominated headlines. While tariffs and a potential resolution to the current episode are important for near-term price action, it’s only one piece of the puzzle.
Looking Beyond Yield in a Multi-Asset Income Strategy
February 28, 2019 — Multi-asset income (MAI) strategies can be an excellent fit for investors who need higher levels of income and have a more moderate risk budget as compared to what a traditional fixed income portfolio may allow.