Tactical ETF Performance Commentary 1Q19

This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter. Within our equity allocation, we reduced emerging market exposure, and the U.S. industrials, communications, energy, and consumer sectors. Within our fixed income allocation, we extended the duration of the portfolio, added IG corporate exposure, and trimmed EM debt.

  • DATE: April 9, 2019

Featured Insights

Fixed IncomeTactical ETF

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 . . .

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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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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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