Asset Allocation Perspectives, October 2022

October 19, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.

  • DATE: October 19, 2022
  • TYPE: PDF
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Featured Insights

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October 10, 2022 -- This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.

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Tactical ETF

Tactical ETF 3Q22 Market Review & Outlook

October 5, 2022 -- While the Fed has made it clear that its priority is inflation, our base case is that weaker growth trends, global risk factors, and peaking . . .

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How Much Cushion Does Fixed Income Provide?

September 21, 2022 -- The long-awaited September FOMC statement and summary of economic projections arrived, and it met the expectation coming with a “hawkish” 75 basis point ra

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