Tactical Investment Strategy, December 2020
For the first half of 2021, we believe a continued economic recovery, supportive policy efforts, and a vaccine-related normalization in activity should drive further upside. . . .
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ESG Highlights & Holdings — Northrop Grumman
December 9, 2020 — Aerospace & Defense is a critical component of the economy and global safety, yet many ESG investing strategies eliminate the industry. . . .
Cash Balance Strategy Monitor November 30, 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. . . .
The Many Shades of ESG Integration: A Survey of U.S. Equity ESG ETFs
December 2, 2020 — As the number of ESG ETF options continues to rise, it is increasingly important for investors to “look under the hood”. . . .
Staying Invested Through Market Volatility (Animated Video)
At Sage, we are tactical investment managers. That means when the market starts to take a turn, we shift toward stocks, bonds, and other securities. . . .
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. . . .
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. . . .