Cash Balance Performance Commentary 4Q21
January 27, 2022 — By the numbers, 2021 was a strong year for diversified investors, especially those more geared toward risk assets. However, there were many events that made investors question the recovery including multiple Covid variants, spiking inflation, continued supply chain disruptions, and the Fed’s transition to tighter policy.
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Cash Balance
Cash Balance KIS Performance Commentary 4Q21
January 27, 2022 -- By the numbers, 2021 was a strong year for diversified investors, especially those more geared toward risk assets. However, there were many events that . . .
Cash Balance
Cash Balance Strategy Monitor December 2021
January 27, 2021 -- This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset . . .
Tactical ETF
Tactical Investment Strategy, January 2022
January 24, 2022 -- For 2022, we expect the Fed’s policy transition to be the dominant macro factor, driving rates moderately higher, limiting fixed income returns . . .