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Tactical ETF Portfolio Shift Commentary 06/21/2011
We are increasing equities in favor of fixed income across all target-risk strategies. While we acknowledge that the list of macro risks remain long and are. . . .
Tactical ETF Portfolio Shift Commentary 05/11/2011
Based on our view that the dollar will stabilize, and possibly strengthen in the near-term, we have reduced dollar-sensitive assets including non-dollar fixed income, international equities and. . . .
Sage Advice Quarterly Market Review 1Q2011
During much of the first quarter and through April, investors seemed to be following a similar playbook; favor risk assets, hedge falling dollar risk and protect against. . . .
Taxable Fixed Income Commentary 1Q2011
The first quarter delivered modest returns for fixed income investors as yields rose overall and credit spreads held mostly steady. An assortment of risks ranging. . . .
Municipal Fixed Income Commentary 1Q2011
The tax-exempt market continued to experience negative net outflows throughout the 1st Quarter 2011, as retail investor sentiment remained cautious due to the ongoing negative. . . .
Tactical ETF Portfolio Shift Commentary 03/11/2011
We are reducing exposure to high yield credit in favor of opening a new positioning in emerging market debt. In May 2010, we rotated from emerging. . . .
Tactical ETF Portfolio Shift Commentary 02/11/2011
We are reducing exposure to emerging market equities as we expect conditions to remain challenged in light of policy response to inflationary concerns and geopolitical uncertainty in. . . .
Sage Advice Quarterly Market Review 4Q2010
Policy and sovereign risk were the dominant performance drivers in 2010 policy decisions and announcements were the cause of key inflection points in market trends. . . .