Tag: Tactical ETF Strategies

Tactical Investment Strategy August 2020

Despite the ongoing congressional impasse over a Phase 4 fiscal package, risk assets continue to move higher on positive data and supportive policy. Our thesis for the third quarter remains the same: continued recovery in data but less surprises to the upside, and a continued commitment from policymakers to stay accommodative through 2020. This should keep the tone generally positive for risk markets, but with increased volatility given higher valuations, shifting Covid-19 infection rates, and the U.S. elections. As such, our strategies are appropriately positioned for our outlook with a modest overweight in equities across balanced strategies and an overweight to spread sectors within fixed income. As the quarter evolves, we expect to tone down risk as valuations rise and place an emphasis on security selection over broad beta risk.

Growth Strategy Details 2Q20

The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.

Moderate Strategy Details 2Q20

The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.

ACE Plus Strategy Details 2Q20

The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.

Asset Allocation Perspectives, July 2020

The following presentation outlines the current economic conditions, monetary policy response and valuations, as well as how Sage is positioned in the current environment.