Tactical Investment Strategy, January 2023
January 12, 2023 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
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Fixed Income Perspectives — January 2023
January 10, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Tactical ETF 4Q22 Market Review & Outlook
January 10, 2023 — Our outlook is for the global economy to bend but not break, with low but positive growth in the 1% to. . . .
Fixed Income 4Q22 Market Review & Outlook
January 10, 2023 — While the fourth quarter brought encouraging news on the inflation front and optimism for a monetary policy pivot in 2023, it. . . .
Municipal Fixed Income 4Q22 Market Review & Outlook
January 10, 2023 — From an investment return standpoint, almost everyone was happy to see 2022 end. The municipal market was no exception; however, municipal. . . .
Insurance News You Can Use — Week of January 3, 2023
January 3, 2023 — A roundup of Sage’s top insurance reads by Greg Cobb, Sage Director of Insurance Solutions.
‘Tis the Season . . . for a Muni Rally in January
January 3, 2023 — The “January Effect” will provide a supportive technical backdrop as investors look to rebalance asset allocations, including their municipal holdings.