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Tactical ETF Portfolio Shift Commentary 3/5/2019
Within equities, we trimmed the emerging market equity exposure, and are currently underweight versus the global equity benchmark. We are also reducing industrials sector exposure. . . .
ESG Perspectives: ETF Sponsor Stewardship Survey
Late last year, Sage conducted its 2018 ETF Sponsor Stewardship Survey. Given the aggressive growth and development of the ETF industry, as well as its ever-expanding. . . .
Weekly Market Commentary 2/22/2019
Aside from the persistent strength in the labor market, virtually every key economic report for December and January has come in weaker than expected. To. . . .
Fixed Income Perspectives February 2019
A decelerating global economy is likely to persist, and central bank balance sheet reductions is a continued headwind to expansion. Given January’s rally, we have selectively. . . .
Tactical Investment Strategy February 2019
With equities and spread sectors recovering most of what was lost in the fourth quarter, we have become more cautious in our asset allocation view. In. . . .
Asset Allocation Perspectives February 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.