Focusing on the Three C’s for Fixed Income Investing
December 1, 2020 — Fixed income investors have benefited from falling rates and a recovery in spreads, which has generated attractive returns thus far in. . . .
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A Framework for Analyzing Municipal Climate Risk
December 1, 2020 — Climate change remains top of mind for money managers, according to US SIF: The Forum for Sustainable and Responsible Investment recently released. . . .
Tactical Investment Strategy, November 2020
We are looking beyond election-related volatility and are focused on four pillars of the recovery – positive economic momentum (especially the U.S. consumer), favorable central. . . .
Cash Balance Strategy Monitor October 31, 2020
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. . . .
Sage Advice Tactical ETF Quarterly Market Review 3Q2020
Markets may have struggled during the second half of Q3, but the global economy did not, with data continuing to show evidence of a strong. . . .
ESG Highlights & Holdings — Sysco Corporation
October 26, 2020 — Sysco (an acronym for Systems and Services Company) is a global leader in selling, marketing, and distributing food products. The company. . . .
The Cost of Going to Cash
October 20, 2020 — During the last four market corrections, on average roughly two-thirds of an investor’s downside was recovered in just two weeks. Pulling. . . .