Party City — Is the Party Over for the US Consumer?
January 18, 2023 — Party City, a popular retailer of party supplies and decorations, has filed for bankruptcy. While Sage was not involved in Party. . . .
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Asset Allocation Perspectives, January 2023
January 18, 2023 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
Tactical Investment Strategy, January 2023
January 12, 2023 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
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. . . .