ETF Positioning — Taking a Medium-Term View
March 24, 2023 — The last couple of weeks have been some of the most volatile for financial markets in a long time. The collapse of multiple banks, the weekend rescue of Credit Suisse, and contagion fears led to historic rate volatility and large drawdowns in the banking sector.
Featured Insights
Fixed Income
Value, Regulation & Liquidity – How Sage Views the Banking Sector
March 24, 2023 -- Our view on the banking sector has been based on three factors: value, regulation, and liquidity. In this piece, Sage addresses . . .
Tactical ETF
Tactical Investment Strategy — March 2023
March 13, 2023 -- Risk and rates markets remain captives of shifting Fed policy expectations, which have become more hawkish over the last month due to hotter inflation . . .
Fixed Income
Fixed Income Perspectives — March 2023
March 16, 2023 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates . . .