Tactical Investment Strategy, August 2022

August 16, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.

  • DATE: August 16, 2022
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Featured Insights

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Fixed Income

Fixed Income Perspectives — August 2022

August 15, 2022 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and . . .

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ESG Solutions

The Misguided Vilification of ESG

August 11, 2022 -- Comments made in recent weeks by political leaders illustrate that the real problem with ESG is not the tenets of ESG analysis, but that . . .

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Fixed Income Playbook for the Second Half

In this podcast, Sage’s Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage’s. . . .

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