Asset Liability Monitor 2Q24
July 25, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment. In addition to reviewing changes to key bond market and pension metrics, we provide a historical perspective on the asset vs. liability performance and the health of corporate pension plans over time.
Featured Insights
Fixed Income
Sage Advice 2Q24 Market Review + Outlook
July 16, 2024 -- Cracks in the Goldilocks economic scenario began to emerge as we passed the midway point of 2024. After surprisingly positive momentum . . .
Fixed Income
Waning Inflation Increases Likelihood of Rate Cuts
July 15, 2024 -- Last week’s soft inflation data and recent weakening labor make it increasingly likely that the Fed will cut rates starting in late summer. Interest rates...
Fixed Income
Fixed Income Perspectives — June 2024
June 24, 2024 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.