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. While this suggests the best action is to remain fully invested, given rising political risk and elevated volatility, we have made several broad-based tilts this quarter. Within fixed income, we have lowered our overall credit allocation in favor of Treasuries and MBS. Within equities, we have increased our overweight position toward the U.S. and are now underweight emerging markets.
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Tactical ETF
Tactical Investment Strategy May 2018
Heading into the summer, we expect volatility to remain elevated as investors struggle with strong fundamentals combined with increasing policy risks and geopolitical risks.
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.
Tactical ETF
Sage Advice Tactical ETF Quarterly Market Review 1Q2018
Volatility reigned in Q1, with equities and bonds both negative exiting the quarter. Barring a major macro headwind, strong fundamentals, fiscal spending, and tax reform...