Asset Allocation Perspectives — October 2020
The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the current environment.
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Asset Allocation Perspectives — Elections & Market Implications
This brief report details how the markets are likely to respond to various elections scenarios. It explains the impact of Covid-19 cases on polling, how. . . .
The 2020 Presidential Election and Markets – 5 Things Investors Need to Know
October 2, 2020 – As a tactical manager, Sage is constantly reviewing key factors that affect markets and making portfolio adjustments to provide a smoother. . . .
Tactical Investment Strategy, October 2020
While markets experienced a rocky September following a very strong August, evidence points to further economic recovery and upside in risk assets. Data should remain. . . .
The “S” in ESG Investing
Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss social factors that are financially material for companies, especially throughout the COVID-19 pandemic, and highlights. . . .
Evaluating ESG Data – How Sage Measures Sustainability
There are over 600 organizations that provide research and analytics about companies’ environmental, social, and governance policies and practices. How does Sage distill information in. . . .
ESG Highlights & Holdings — Cisco Systems
September 14, 2020 — Cisco Systems, Inc. was founded in 1984 in the pursuit of connecting people, after two Stanford faculty members developed a way. . . .
