Tactical Investment Strategy February 2019
With equities and spread sectors recovering most of what was lost in the fourth quarter, we have become more cautious in our asset allocation view. In equity allocations, this includes more income-oriented exposure, and recently, a further reduction in higher-beta growth sectors in favor of more defensive and value-oriented sectors. In fixed income, we continue to hold an overweight in spread sectors, including non-core markets, but have increased longer-dated Treasuries and overall duration to hedge some of this risk.
Asset Allocation Perspectives February 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Asset Allocation Perspectives Performance Through Shifting Market Environments
Q418 Market Review and Outlook for Sage Tactical ETF Strategies
In this podcast, Sage’s Director of Research Rob Williams provides a Q418 market review and outlook for the Tactical ETF Strategies.