Tax Aware Multi Asset Income Strategy Profile 3Q19
The Sage Tax Aware Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in the global taxable and tax-exempt fixed income market along with exposure to high-dividend equity and alternative segments. The investment and research process is built around Sage’s proprietary top-down multi-factor model that includes macroeconomic, fundamental, relative valuation and technical analysis.
- DATE: September 30, 2019
- TYPE: PDF
Tax Aware Multi Asset Income Strategy Details 3Q19
The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.
Tactical Investment Strategy October 2019
Our macro outlook going into the final quarter is one of increasing caution; given the breadth of the global slowdown, more limited policy space, and higher levels of . . .
Asset Allocation Perspectives October 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.