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Asset Allocation Perspectives, June 2018
This presentation outlines major macro themes, valuations, and monetary policy, while illustrating Sage’s outlook and positioning in the current environment.
Asset Allocation Perspectives Video June 2018
Monetary policy continues to be a dominant factor in the market. Sage’s Rob Williams discusses the rate cycle outlook and how it affects current positioning.
Fixed Income Perspectives June 2018
Given the maturity of the economic cycle and the Fed hinting that they’re close to a “neutral” goal on Fed funds, we see the current cycle as close to the finish line. This presentation highlights key macro themes and how Sage is positioned to add value in this environment.
Fixed Income Perspectives Video June 2018
Last week, three of the most influential central banks provided insight into the future direction of monetary policy. The ECB plans to end quantitative easing while taking a wait-and-see approach to raising rates, the Bank of Japan offered a relatively bleak view on inflation, and the Federal Reserve signaled additional rate hikes. One question remains, how much […]
Weekly Market Commentary 06/15/2018
The Federal Reserve took center stage in the financial markets this week, overshadowing for the moment the steady drumbeat of volatile events in Washington or on the geopolitical front. Despite grabbing the spotlight, however, the much anticipated policy meeting provided little in the way of surprises for investors. As expected, the Fed increased its benchmark […]