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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. . . .
Municipal Fixed Income Commentary 4Q2010
Rounding out 2010, tax-exempt Municipal bonds experienced the worst quarterly performance since the 1st quarter of 1994; however, the Barclays Municipal Index ended the year in. . . .
Tactical ETF Portfolio Shift Commentary 12/09/2010
We increased our allocation to commodities as we believe they will continue to be well supported from both a macro and fundamental perspective. Energy and. . . .
Tactical ETF Portfolio Shift Commentary 10/13/2010
Going into the 3rd quarter of this year we anticipated further signs of weakness in the economy, which we felt would lead to increased volatility in. . . .