Tactical ETF Performance Commentary 4Q18
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter. Within our equity allocation, we added value and dividend exposures, and we reduced exposure to the communications, energy, and consumer sectors. Within our fixed income allocation, we added preferred stock and Treasury exposures, and exited our leveraged loan position.
Asset Allocation Perspectives January 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Fixed Income Perspectives January 2019
A decelerating global economy and waning effects from fiscal stimulus will constrain expansion in 2019. For the first time post-crisis . . .
Podcast: Is Corporate Leverage Offering a Warning Sign?
In this episode, Sage’s Fixed Income Portfolio Manager Ryan O’Malley provides a playbook for bond investors looking for higher-quality investment grade issuers.