Municipal 4Q20 Market Review & Outlook
Despite the dire predictions of massive municipal budget deficits in 2020, only a few areas of the municipal market experienced fiscal challenges that required additional. . . .
Despite the dire predictions of massive municipal budget deficits in 2020, only a few areas of the municipal market experienced fiscal challenges that required additional. . . .
As we turn our attention, finally, toward 2021 we note that not only has the macro landscape changed dramatically over the past year, but it. . . .
January 26, 2021 — As we turn our attention, finally, toward 2021 we note that not only has the macro landscape changed dramatically over the. . . .
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. . . .
From vaccine rollouts to monetary policy – what curveballs are Sage’s Investment Committee members keeping an eye out for in 2021?
December 30, 2020 — ESG considerations have become increasingly important measures for assessing company valuations, risk management, and regulatory compliance. The quality and consistent execution. . . .
Going into 2021, Sage is positioned for upside given continued positive economic momentum, accommodative monetary policy, a forthcoming fiscal stimulus package, and vaccine rollouts. In. . . .
In this podcast, Sage’s CIO Bob Smith sits down with members of Sage’s investment committee – Rob Williams, Thomas Urano, Jeff Timlin, and Komson Silapachai. . . .