Tactical Positioning – Stick with the “Three Rs”
May 11, 2021 — While growth, earnings, and liquidity conditions are expected to remain highly supportive to risk assets, given strong returns this year and. . . .
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Cash Balance Strategy Monitor April 2021
May 7, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Tactical Investment Strategy, May 2021
May 7, 2021 — The second quarter got off to a fast start with strong economic momentum and earnings. This pushed global equities 4.2% higher. . . .
Sage’s Approach to Multi-Asset Income
Interest rates are expected to stay low for a long time. It’s important to know how that affects your clients’ portfolios. In this podcast, Sage’s. . . .
ESG Highlights & Holdings — Boston Properties
May 5, 2021 — Boston Properties (BXP) is a real estate investment trust (REIT) that owns and manages 196 properties, including office, retail, residential, and. . . .
Keep Clients Invested with Sage Tactical Strategies
May 1, 2021 — How does Sage help advisors’ clients stay invested during volatile markets? What’s the difference between how Sage approaches tactical investing versus. . . .
Cash Balance Performance Commentary 1Q21
April 23, 2021 — The economic recovery gained steam in the first quarter as vaccine distribution expanded in the U.S. and Congress approved two rounds. . . .
Sage ESG Guide
April 23, 2021 — This guide provides a topical listing of Sage ESG material, including our updated Responsible Investment and Stewardship policies, ESG integration methodology,. . . .