Asset Liability Quarterly Monitor 3Q23
October 23, 2023 — 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). The purpose of this publication is to illustrate asset vs. liability performance in the context of the current market environment.
Featured Insights
Fixed Income
Investor Concern Shifts to the Long End — Fixed Income Outlook in 5 Charts
October 20, 2023 -- After the increase in Treasury issuance in July, and concerns around the sustainability of the fiscal deficit, investors spoke loudly, demanding a . . .
Fixed Income
Fixed Income Perspectives — October 2023
October 17, 2023 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Fixed Income
Fixed Income Investment Strategy — October 2023
October 10, 2023 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning. . . .