Tactical Investment Strategy, January 2022
January 24, 2022 — For 2022, we expect the Fed’s policy transition to be the dominant macro factor, driving rates moderately higher, limiting fixed income. . . .
January 24, 2022 — For 2022, we expect the Fed’s policy transition to be the dominant macro factor, driving rates moderately higher, limiting fixed income. . . .
January 21, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter.
January 21, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the fourth quarter.
January 21, 2022 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the fourth quarter.
January 18, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
January 18, 2022 — The technical environment continues to support yields and spreads as mutual fund inflows totaled approximately $8.0 billion for the quarter and. . . .
January 18, 2022 — For fixed income investors, a taper-then-hiking cycle does not create the best return environment, but we also don’t expect deeply negative. . . .
January 18, 2022 — Robust growth and high inflation will support the more aggressive monetary policy path, which now includes a rapid tapering of QE. . . .