Product Categories: Tactical ETF

Tactical ETF 4Q22 Market Review & Outlook

January 10, 2023 — Our outlook is for the global economy to bend but not break, with low but positive growth in the 1% to 2% range. Growth will be weighed down by a modest EU contraction and flat US growth but bolstered by China’s ~4% growth after reopening, easing supply side constraints, and some inflation relief for consumers. The evolving slowdown should be accompanied by a substantial decrease in inflation during the year, but still above average (3% in the US). This should lead to a Fed pause in Q1 with futures implying 50 basis points of more hiking, a pause at 5%, and a year-end rate of 4.5%. From an asset allocation perspective, this outlook is more positive for fixed income, given yield carry and a Fed pause, but it suggests caution for equities given deteriorating macro fundamentals.

Why Investing Early Matters (Animated Video)

Why do financial advisors talk about the importance of compounding investment returns? Most people don’t have as much time to invest and watch their money grow as they think they do. So starting to save and invest earlier in life is important.

Three Questions for Investors

October 19, 2022 — Sage’s Komson Silapachai answers three key questions on investors’ minds: when will the Fed stop raising rates, what will be the magnitude of the economic slowdown, and what should investors be doing in the current market environment?