Cash Balance Strategy Monitor October 2021

November 19, 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: November 19, 2021
  • TYPE: PDF
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Featured Insights

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Cash Balance

Cash Balance Strategy Monitor September 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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Fixed Income

The Forecast for Fixed Income Returns – Better Than You Might Expect

November 10, 2021 -- We have reached a pivotal point in both the economic and monetary policy cycle, and uncertainty for fixed income is high. . . .

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Fixed Income

Fixed Income Perspectives — Rates, Returns and Allocations

November 10, 2021 -- This presentation explores previous Fed rate hike cycles and what we've learned about interest rate moves and fixed income return prospects.

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