Tactical ETF Portfolio Shift Commentary 8/27/2019
Within equities, we reduced International Exposure, exited Materials Sector, added to U.S. Small Cap, and added Japanese Equities. Within fixed income, we reduced mortgages, added to IG Corporates, and added to Long Treasuries.
Asset Allocation Perspectives August 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Fixed Income Perspectives August 2019
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Tactical ETF Performance Commentary 2Q19
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the second quarter.