Tactical ETF Performance Commentary 4Q19
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter. Within our equity allocation, we added emerging markets and U.S. value-oriented equities, exited REITs, and trimmed our consumer staples exposure. Within our fixed income allocation, we trimmed Treasuries, initiated an emerging market debt allocation, and added investment grade corporates and high-yield munis.
Tactical Investment Strategy December 2019
The global macro landscape has brightened over the past quarter and we’ve entered 2020 with a positive outlook for data and returns, at least for the first half. Given . . .
Sage Advice Tactical ETF Quarterly Market Review 4Q2019
Global equity markets begin the year well supported, given lingering Goldilocks conditions of decent growth, low inflation, and monetary policy support. Sentiment is . . .
Sage 2020 Market Outlook
In this podcast, Sage’s Director of Research Rob Williams and Vice President of Research and Portfolio Strategy Komson Silapachai provide a 2020 market outlook and. . . .