Sage Advice Taxable Quarterly Market Review 4Q2017
In 2017 we benefited from holding a curve flattening bias, or a more bar-belled Treasury and credit allocation, we have eased this back, seeing value in shorter-dated segment...
Tactical Investment Strategy January 2018
Current economic environment continues to be supportive of risk assets. We are fully invested with a tilt toward Asian on the equity side, and remain overweight corporate credit
Tactical ETF Performance Commentary 4Q17
The equity allocation benefited from an overweight to Asia Pacific equities, while an overweight to long maturities and credit led to strong returns in our fixed income....