Tactical Investment Strategy January 2019

Risk markets face a decidedly more challenging backdrop in 2019, with increasing macro risks and no backstop in the form of fiscal stimulus or extraordinary monetary policy support. We took steps into year-end to insulate equity allocations against higher volatility with increased exposure toward value and higher-dividend sectors. Within our fixed income, we carry a full duration, expecting rates to remain stable as the Fed winds down its tightening cycle.

  • DATE: January 18, 2019

Featured Insights

Tactical ETF

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 . . .

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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.

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Fixed Income

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 . . .

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