Asset Liability Quarterly Monitor 3Q22

October 25, 2022 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P 500, 5% MSCI EAFE, 30% Bloomberg Barclays Aggregate Bond, and 5% Cash. Liabilities returns are calculated using both the FTSE Pension Liability Index (Corporate) and a flat 7% ROA (Public/Multi-Employer).

  • DATE: October 25, 2022
  • TYPE: PDF
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Fixed Income Perspectives — October 2022

October 17, 2022 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and . . .

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Fixed Income

Fixed Income 3Q22 Market Review & Outlook

October 5, 2022 -- While most of the story has been negative for fixed income investors in 2022, higher yield levels and a Fed approaching . . .

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Tactical Investment Strategy, October 2022

October 5, 2022 -- This report illustrates major investing themes, Sage's asset class views, and portfolio positioning.

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