Core Plus Fixed Income Strategy Profile 3Q19
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: September 30, 2019
- TYPE: PDF
Tactical Investment Strategy October 2019
Our macro outlook going into the final quarter is one of increasing caution; given the breadth of the global slowdown, more limited policy space, and higher levels of . . .
Core Plus Fixed Income Strategy Details 3Q19
The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.
Tactical ETF Performance Commentary 3Q19
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.