Sage Cash Balance Performance Commentary 3Q23
October 25, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
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Cracks Appear in the Corporate Bond Market
October 23, 2023 — While credit spreads are far from showing signs of systemic stress, we have seen signs of a buyer “push-back” in the. . . .
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. . . .
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. . . .
Asset Allocation Perspectives, 4Q23 Outlook
October 17, 2023 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
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. . . .
Municipal 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. . . .
When the Tax Equivalent Yield Outpaces Cash
October 16, 2023 — A historic rise in municipal bond yields offers high-net-worth investors with an excellent opportunity to capture tax-free income in an asset. . . .