Putting Trade into Context: Sage’s Outlook on Emerging Markets
March 15, 2019 — For over a year, U.S.-China trade tensions have seized investor sentiment and dominated headlines. While tariffs and a potential resolution to the current episode are important for near-term price action, it’s only one piece of the puzzle.
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Tactical ETF
The Cost of Going to Cash
During the most recent four market corrections, on average roughly two-thirds of an investor’s downside was recovered in just two weeks. . . .
Tactical ETF
Making Sense of Fed Policy During COVID-19
March 26, 2020 - The Fed’s response to the economy and market breakdown engendered by the COVID-19 crisis has been unprecedented — not only in scale, but how quickly new . . .
Tactical ETF
5 Key Themes That Will Drive Markets in 2020
January 16, 2020 - Sage’s base case going into 2020 is a market environment characterized by stabilizing growth, low inflation, and continued monetary and fiscal policy . . .