Tactical Investment Strategy July 2018
On the surface, the fundamental outlook remains supportive for risk assets overall, but beneath the surface, the outlook has gotten a bit murkier. Growth is solid, but it has again become more U.S. dependent, and while current tariffs may not have a material impact on the growth picture, continued retaliatory escalation could at some point cause markets to downgrade growth expectations.
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Tactical ETF
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 . . .
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 . . .
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...