Cracks are Forming in High Yield – Will it Lead to Credit Breaking?
June 27, 2022 — Just six months into 2022, the tone of conversation about risk assets has taken a turn for the worse. Equity markets. . . .
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From the Top — Where are we headed for the 2H?
June 23, 2022 — Sage’s Komson Silapachai discusses the outlook for inflation, Fed policy, economic growth, and asset pricing for the second half. See our. . . .
Tactical Investment Strategy, June 2022
June 17, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
The Sage ESG Top 5
June 16, 2022 — Sage President Bob Smith and Sr. Research Analyst Andy Poreda discuss the top ESG news stories of the week. Included in. . . .
Cash Balance Strategy Monitor May 2022
June 15, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
The Sage ESG Top 5 — Week of June 13
June 13, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
ESG Highlights & Holdings — Air Products and Chemicals
June 13, 2022 — Air Products and Chemicals, Inc. is an essential provider of industrial gases, and related equipment and applications serving dozens of industries. . . .
Fixed Income Perspectives — June 2022
June 8, 2022 — In this piece, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .