Asset Liability Monitor 2Q25
July 16, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment. In addition to reviewing changes to key bond market and pension metrics, we provide a historical perspective on the asset vs. liability performance and the health of corporate pension plans over time.
Featured Insights
Fixed Income
Resilient Labor, Resilient Valuations
July 15, 2025 -- The US Labor market has remained remarkably resilient despite concerns about job cuts in the government sector and broader economic headwinds.
Fixed Income
Fixed Income Perspectives — July 2025
July 10, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Asset Allocation
Global Asset Allocation Strategy — July 2025
July 10, 2025 -- Global Asset Allocation Strategy provides an overview of key economic and policy themes and how Sage is positioned in the current market environment.