Core Plus Fixed Income Strategy Profile 4Q19
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: January 24, 2020
- TYPE: PDF
Tactical Investment Strategy December 2019
The global macro landscape has brightened over the past quarter and we’ve entered 2020 with a positive outlook for data and returns, at least for the first half. Given . . .
Conservative Strategy Profile 4Q19
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 4Q19
The Sage All Cap Equity Plus tactical ETF strategy seeks to provide strong risk-adjusted investment returns relative to the global equity market.