Sage Advice Municipal Quarterly Market Review 1Q2020
With a higher probability of industry-wide downgrades over the coming year, sector allocation and rebalancing will remain focused on stable-to-improving sectors, including both general obligation and essential service revenue bonds rated A2 and higher. During these volatile and uncertain times, Sage remains focused on principal preservation, improving liquidity, and stable tax-free income generation.
Featured Insights
Tactical ETF
Sage Advice Tactical ETF Quarterly Market Review 1Q2020
The first quarter will be long remembered for the alarming rise of COVID-19 outside China into the developed world and how fears of a global pandemic turned into reality. . .
Fixed Income
Sage Advice Taxable Quarterly Market Review 1Q2020
Our base-case scenario has shifted from fragile stabilization going into 2020 to a global recession, with a large contraction in the first half of 2020 and some recovery . . .
Tactical ETF
Tactical Investment Strategy March 2020
Given the shutdown in economies across the globe, the oil shock, and credit crunch, the base case economic outlook has rapidly shifted to include a period of negative . . .