Tactical Investment Strategy, April 2022

April 22, 2022 —  This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.

  • DATE: April 22, 2022
  • TYPE: PDF
    •
generic image

Featured Insights

View more insights >

generic image
Podcasts

Is the Bond Market’s Heat Wave Over?

April 6, 2022 — Sage Managing Partner Michael Walton and Thomas Urano, who leads the Portfolio Management Team, talk about “the perfect storm” that caused. . . .

Learn more >

Fixed Income

Fixed Income Outlook in 5 Charts

April 20, 2022 -- The current interest rate hiking cycle has been priced in sooner and more aggressively than in previous cycles. What does this mean for . . .

Learn more >

generic image
Tactical ETF

Asset Allocation Perspectives, April 2022

April 20, 2022 -- The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.

Learn more >