Tactical Investment Strategy, May 2021
May 7, 2021 — The second quarter got off to a fast start with strong economic momentum and earnings. This pushed global equities 4.2% higher while modestly lower rates drove positive gains in core fixed income markets. Despite strong returns, signs of caution emerged in April; rates drifted back down and the reflation trade paused, which led to value and small caps underperforming and an uptick in volatility.
Tactical Investment Strategy, April 2021
April 23, 2021 -- The second quarter brings a rosy economic picture, with double-digit GDP growth expected as reopening activity meets swelling consumer wallets . . .
Asset Allocation Perspectives — April 2021
April 19, 2021 -- The following presentation outlines the current economic conditions, policy response and valuations, as well as . . .
Tactical ETF Performance Commentary 1Q21
April 14, 2021 -- This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.