Sage Advice Tactical ETF Quarterly Market Review 1Q2019

Our overall positioning theme going into the second quarter is to stay fully invested from an asset allocation standpoint but to continue lowering risk within equities to insulate against higher volatility, rising valuations, and slowing global growth. The macro outlook should continue to be kind for core fixed income overall. We have a full-duration weighting versus our benchmarks, a more bar-belled curve allocation given the flattening trend, and a spread overweight divided between credit and MBS.

  • DATE: April 9, 2019

Featured Insights

Fixed Income

Sage Advice Taxable Quarterly Market Review 1Q2019

In terms of the second quarter, we have a more cautious view and have started to tilt modestly more defensive within our strategies given poor data trends, higher . . .

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Fixed IncomeMunicipal Fixed Income

Sage Advice Municipal Quarterly Market Review 1Q2019

Our portfolio sector allocations will remain focused on stable-to-improving sectors, including both general obligation and essential service revenue bonds rated A2 and . . .

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ESG SolutionsGUDB

Sage ESG Intermediate Credit Index — March 2019

This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).

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