A Time for Concern: Bond Market Commentary

January 30, 2018 — Since the 2016 U.S. Presidential election there has been a surge in risk appetites as investors have reduced their preference for high-quality, low-risk liquid investments.

  • DATE: January 30, 2018
  • TYPE: PDF
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Fixed Income

Sage Advice Taxable Quarterly Market Review 1Q2018

In the near-term, risks appear to have shifted toward spread risk vs. rate risk. We are focused on reducing some duration within our credit allocation and expect to hold our

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Tactical ETF

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

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Tactical ETF

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....

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