Tactical Investment Strategy, July 2022
July 21, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
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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.
Cash Balance Strategies Performance Commentary 2Q22
July 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Sage Cash Balance Performance Commentary 2Q22
July 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Sage Cash Balance CITs – Market Monitor June 2022
July 20, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
Asset Liability Quarterly Monitor 2Q22
July 19, 2022 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
Municipal Fixed Income 2Q22 Market Review & Outlook
July 19, 2022 — Extreme, historic, elevated, unprecedented . . . those are just some of the adjectives used to describe the municipal market over. . . .
“De Minimis” Part 2: Tax Warning Becomes Reality
July 18, 2022 — Since 2017, there has been a dramatic shift in the coupon structure of municipal bonds. Traditional 5% coupon bond issuance declined. . . .