Tactical ETF Performance Commentary 2Q18

Equities benefited from a continued overweight to U.S. mid-cap equities and the U.S. energy sector. Fixed income benefited from a bias toward preferred stocks, floating rate debt, and bank loans.

  • DATE: July 13, 2018
  • TYPE: PDF

Featured Insights

Tactical ETF

Tactical Investment Strategy June 2018

Given a strong economic backdrop in the U.S. and recent dovish comments from ECB, we see risk assets overall remaining well supported for the balance of the year...

Learn more >

Tactical ETF

Sage Advice Tactical ETF Quarterly Market Review 2Q2018

Going into the back half of 2018, we see the pattern of higher volatility but resilient market sentiment persisting. While trade and political risks have moved . . .

Learn more >

Tactical ETF

Asset Allocation Perspectives, June 2018

This presentation outlines major macro themes, valuations, and monetary policy, while illustrating Sage’s outlook and positioning in the current environment.

Learn more >