Asset Liability Quarterly Monitor 3Q21

October 25, 2021 — Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term structure of the plan’s liabilities with the primary objectives of meeting benefit payments and limiting funded status volatility, in addition to robust asset/liability diagnostics each quarter.

  • DATE: October 25, 2021
  • TYPE: PDF
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Fixed Income

Fixed Income Perspectives — October 2021

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Fixed Income

Is High Yield Immune to Interest Rate Increases? Not So Fast My Friend…

During periods of rate increases, the duration of high yield bonds is a moving target - often catching high yield investors off guard.

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Fixed Income

The Winners and Losers of the Great Reflation Trade

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