From Inflation to Recession Fears – An Opportunity in Core Fixed Income
December 15, 2022 — The Consumer Price Index (CPI) reading for November surprised to the downside for the second consecutive month, leading to the notion. . . .
December 15, 2022 — The Consumer Price Index (CPI) reading for November surprised to the downside for the second consecutive month, leading to the notion. . . .
December 6, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
December 6, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
November 23, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
November 21, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
November 15, 2022 — Despite a difficult return environment for fixed income this year, municipal bonds can provide investors with attractive relative performance, tax-free income,. . . .
November 11, 2022 — Yesterday’s CPI print was up less than expected, meaning inflation is starting to show subtle signs of slowing. We still need. . . .
November 11, 2022 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .