Sage Advice Tactical ETF Quarterly Market Review 4Q2018
While the global economic recovery is not likely to evaporate in a quarter or two, we do expect a deceleration over the coming year, with the U.S. at risk to slip below 2% growth in 2019. Our strategy is to use strength to increase fixed income allocations within our asset allocation strategies, and to focus on high-quality fixed income and more defensive equity segments vs. higher-beta allocations.
Fixed IncomeTactical ETF
Tactical Investment Strategy December 2018
The fourth quarter has gotten progressively worse for risk assets, as the list of macro concerns have grown and negative sentiment has become more entrenched. . . .
Tactical Investment Strategy November 2018
Volatility remains high into the fourth quarter, as investors grapple with the possibility that growth and earnings are peaking for the cycle . . .
Asset Allocation Perspectives November 2018
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment. . . .