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Cash Balance Strategy Monitor September 2019
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. . . .
Tactical Investment Strategy September 2019
Our macro view is that global growth will continue to moderate, with weakness emanating from core Europe and EM, where negative trade sentiment is most. . . .
Sage ESG Intermediate Credit Index — August 2019
This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).
Asset Allocation Perspectives September 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
TAMAI ETF Portfolio Shift Commentary 8/29/2019
Given a dovish rate outlook, we have exited bank loans in favor of high yield. We also reduced core REITs, given outperformance of the sector.. . . .
Tactical ETF Portfolio Shift Commentary 8/27/2019
Within equities, we reduced International Exposure, exited Materials Sector, added to U.S. Small Cap, and added Japanese Equities. Within fixed income, we reduced mortgages, added. . . .