MAI ETF Portfolio Shift Commentary 8/06/2019
Given the deteriorating trade situation and our expectations that rates could continue to trend down, we have become modestly more defensive by lowering our equity exposure in favor of increased core fixed income. Within the fixed income allocation, we have increased duration and trimmed high yield, preferred, and bank loan exposure.
Tactical ETF Portfolio Shift Commentary 8/06/2019
Asset Allocation Perspectives July 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Tactical Investment Strategy July 2019
The main macro story for the second quarter has been that the Fed and the other major central banks have turned dovish in the face of a weakening global economy and trade . . .