Core Plus Fixed Income Strategy Profile 1Q20
The Sage Core Plus Fixed Income tactical ETF strategy seeks to provide excess yield and strong risk-adjusted investment returns relative to the Barclay’s Aggregate Bond Index. The strategy will invest primarily in core fixed income and will tactically allocate between 0%-40% in non-core segments such as high yield, non-dollar, emerging market debt and preferred stocks. The tactical allocation decisions will be determined by the desired portfolio duration, yield curve management and opportunities in non-core market segments.
- DATE: April 24, 2020
- TYPE: PDF
Tactical Investment Strategy April 2020
Our base-case scenario has shifted from a fragile stabilization going into 2020 to a global recession, with a large contraction in the first half of 2020 and some recovery . . .
Conservative Strategy Profile 1Q20
The Sage Conservative tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a conservative investor.
ACE Plus Strategy Profile 1Q20
The Sage All Cap Equity Plus tactical ETF strategy seeks to provide strong risk-adjusted investment returns relative to the global equity market.