Tactical Investment Strategy October 2016

Going into the final quarter of 2016, we expect fixed income and equity market gains to be capped by the combination of mixed economic data, higher valuations, and greater policy uncertainty.

  • DATE: October 13, 2016
  • TYPE: PDF

Featured Insights

Tactical ETF

Asset Allocation Perspectives, October 2016

The Sage Asset Allocation Perspectives presentation offers insight into global equity and fixed income markets and gives color on the positioning within our tactical ETF strateg

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Tactical ETF

Asset Allocation Perspectives Video October 2016

Despite three key central bank policy meetings in September causing higher volatility in both yields and equities, our core tactical outlook remains unchanged.

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Tactical ETF

Tactical ETF Portfolio Shift Commentary 10/05/2016

This change allows us to maintain our defensive posture but reduces our interest rate sensitivity.

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