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Tactical Investment Strategy November 2019
Signs of stabilization in global data and progress on trade have put some optimism back into markets. While our longer-term view remains less bullish given. . . .
Highlights and Holdings November 2019
Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a comprehensive set. . . .
ESG ETF Portfolio Shift Commentary 10/29/2019
Within our fixed income allocation, we reduced our longer-dated Treasury exposure because we believe the flattening trend of the yield curve is effectively over as. . . .
TAMAI ETF Portfolio Shift Commentary 10/29/2019
Given improving sentiment in risk markets, we are raising overall equity exposure drawing from long preferred stocks and high yield municipals.