4. U.S. large and small-cap equities have outperformed and should continue to do so given rhetoric around escalating trade tensions.

US Large Cap Small Cap YTD Returns

5. Among international equities, Japan continues to be attractive from a valuation perspective and continued easy monetary policy from The Bank of Japan.

Japan vs Europe Valuation

To see Sage’s take on fixed income in charts, click here.

This article was written by the team at Sage Advisory, a participant in the ETF Strategist Channel.

Subscribe to our free daily newsletters!
Please enter your email address to subscribe to ETF Trends' newsletters featuring latest news and educational events.