Fixed Income Perspectives — August 2022
August 15, 2022 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
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Follow the Leader
August 12, 2022 — The relatively safe investment grade corporate credit market has not dodged the high interest rate volatility experienced in 2022. As a. . . .
Investment Implications for Taft-Hartley Plans that Qualify for ARP Financial Assistance
As part of the American Rescue Plan Act of 2021 (ARP), distressed Taft-Hartley plans may qualify for a Special Financial Assistance (SFA) Program with no. . . .
The Misguided Vilification of ESG
August 11, 2022 — Comments made in recent weeks by political leaders illustrate that the real problem with ESG is not the tenets of ESG. . . .
The Sage ESG Top 5 — Week of August 11
August 11, 2022 — Sage’s Senior ESG Research Analyst Andrew Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
The Sage ESG Top 5 — Week of July 22
July 22, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Tactical Investment Strategy, July 2022
July 21, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Asset Allocation Perspectives, July 2022
July 20, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.