Sage Advice Taxable Quarterly Market Review 3Q2020
For income-oriented investors, it has been a banner year, as yields fell in response to the global pandemic and spreads have fully recovered from March. . . .
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Cash Balance Strategy Monitor September 30, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
Sustainable Sage: The Bourg Family
How are Sage employees and their families practicing sustainability in their daily lives? Tom Bourg, Mid-Atlantic Regional Director, and his wife work diligently to upcycle. . . .
Asset Allocation Perspectives — October 2020
The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the current environment.
Asset Allocation Perspectives — Elections & Market Implications
This brief report details how the markets are likely to respond to various elections scenarios. It explains the impact of Covid-19 cases on polling, how. . . .
The 2020 Presidential Election and Markets – 5 Things Investors Need to Know
October 2, 2020 – As a tactical manager, Sage is constantly reviewing key factors that affect markets and making portfolio adjustments to provide a smoother. . . .
Tactical Investment Strategy, October 2020
While markets experienced a rocky September following a very strong August, evidence points to further economic recovery and upside in risk assets. Data should remain. . . .