Sage Advice Quarterly Market Review 3Q23
October 3, 2023 — Third quarter returns were characterized by three major trends – rising long-end yields, a significant move higher in oil, and an equity correction into quarter end given the Fed’s hawkish forward guidance. In September, the FOMC held rates steady but adjusted the “dot plots” to include two less cuts in 2024. This “higher for longer,” more hawkish tilt triggered a repricing in equities and rates.
Featured Insights
Tactical ETF
Tactical Investment Strategy — September 2023
September 18, 2023 -- Tactical Investment Strategy provides an overview of key economic and policy themes and . . .
Fixed Income
As Fed Tightening Risks Wane, Other Risks Emerge — Fixed Income Outlook in 5 Charts
September 14, 2023 -- A resilient labor market and slowing inflation suggests that the FOMC is done hiking rates. While the growth and inflation picture looks like a soft . . .
Fixed Income
Fixed Income Perspectives — September 2023
September 14, 2023 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth . . .