Short Term Taxable Strategy Profile 1Q20

The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over a short term 1-3 year. . . .

Tactical Investment Strategy April 2020

Our base-case scenario has shifted from a fragile stabilization going into 2020 to a global recession, with a large contraction in the first half of. . . .

Cash Balance Strategy Monitor March 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. . . .

Asset Allocation Perspectives with Robert Williams, Director of Research

Introducing: The Sage ESG Leaf Score

At Sage, we incorporate environmental, social, and governance (ESG) factors as a way to manage risks in a client’s portfolio. We believe sustainable businesses will. . . .

Sage Fixed Income Perspectives Q1 2020

The Top 5 Questions Fixed Income Clients are Asking Right Now

Hear from members of Sage’s portfolio management and client services teams discuss the most pressing client concerns, including Q1 fixed income market dynamics, the magnitude. . . .

Asset Allocation Perspectives April 2020

The following presentation outlines the current economic conditions, monetary policy response and valuations, as well as how Sage is positioned in the current environment.