Asset Allocation Perspectives, June 2020
The following presentation outlines the current economic conditions, monetary policy response and valuations, as well as how Sage is positioned in the current environment.
The following presentation outlines the current economic conditions, monetary policy response and valuations, as well as how Sage is positioned in the current environment.
June 10, 2020 — During the month of March, solid AAA municipal credits were trading at distressed levels as mutual funds and other institutions were. . . .
June 9, 2020 – As a result of COVID-19 and the subsequent economic shutdown, the global financial markets experienced one of the worst selloffs going. . . .
June 1, 2020 — Since its beginnings as a Seattle coffee shop in 1971, Starbucks has changed the way people drink coffee and, becoming part. . . .
May 26, 2020 — At Sage, we strive to fully integrate current and emerging ESG issues into the traditional sovereign credit analysis, and therefore we. . . .
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
May 15, 2020 — ESG began as a niche type of investing and has since captivated investors across the globe. Incorporating environmental, social, and governance. . . .
Sage CIO Bob Smith talks with research analysts Andrew Poreda and Emma Smith about recent market events and the value of sustainable investing through Sage’s. . . .