Asset Liability Quarterly Monitor 3Q23
October 23, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P 500, 5% MSCI EAFE, 30% Bloomberg Barclays Aggregate Bond, and 5% Cash. Liabilities returns are calculated using both the FTSE Pension Liability Index (Corporate) and a flat 7% ROA (Public/Multi-Employer). The purpose of this publication is to illustrate asset vs. liability performance in the context of the current market environment.
Investor Concern Shifts to the Long End — Fixed Income Outlook in 5 Charts
October 20, 2023 -- After the increase in Treasury issuance in July, and concerns around the sustainability of the fiscal deficit, investors spoke loudly, demanding a . . .
Fixed Income Perspectives — October 2023
October 17, 2023 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Fixed Income Investment Strategy — October 2023
October 10, 2023 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning. . . .