ESG Highlights & Holdings — The Walt Disney Company
November 30, 2021 — The Walt Disney Company is an American multinational media and entertainment conglomerate operating in multiple segments including media networks, studio entertainment,. . . .
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Infrastructure Investment & Jobs Act: Patching Potholes
November 22, 2021 — Last Monday, President Biden signed into law the $1.2 trillion Infrastructure Investment and Jobs Act (IIJA), which includes $550 billion of. . . .
Cash Balance Strategy Monitor October 2021
November 19, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Thanksgiving Video 2021
We hope everyone has a wonderful Thanksgiving and start to the holiday season!
The Forecast for Fixed Income Returns – Better Than You Might Expect
November 10, 2021 — We have reached a pivotal point in both the economic and monetary policy cycle, and uncertainty for fixed income is high.. . . .
Tactical Investment Strategy, November 2021
November 1, 2021 — In Q4 we expect the economic recovery to continue as the Delta variant’s initial impact on data fades, but for the. . . .
The Case for Nuclear Power
October 28, 2021 — With a predictably challenging winter ahead, we may need to reconsider relying on renewables to save the day. Could nuclear power. . . .
Asset Allocation Perspectives, 4Q21 Outlook
October 27, 2021 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the. . . .