Cash Balance Strategy Monitor August 2021

September 14, 2021 — 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 portfolio risk dashboard.

  • DATE: September 14, 2021
  • TYPE: PDF

Featured Insights

Fixed Income

Fixed Income Returns & Rising Rate Environments

September 10, 2021 -- Given the large moves in interest rates over the past 12 months, investors are focused on the near-term direction of rates. Understandably so . . .

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Tactical ETF

Tactical Investment Strategy, August 2021

August 17, 2021 -- Late summer has historically been a challenging period for risk markets, and this year looks set to follow that pattern – with an abundance of . . .

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Cash Balance Strategy Monitor June 2021

This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution . . .

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