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Cash Balance Strategy Monitor November 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 November 2019
Signs of stabilization in global data and progress on trade have put some optimism back into markets. While our longer-term view remains less bullish given. . . .
Highlights and Holdings November 2019
Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a comprehensive set. . . .
ESG ETF Portfolio Shift Commentary 10/29/2019
Within our fixed income allocation, we reduced our longer-dated Treasury exposure because we believe the flattening trend of the yield curve is effectively over as. . . .
TAMAI ETF Portfolio Shift Commentary 10/29/2019
Given improving sentiment in risk markets, we are raising overall equity exposure drawing from long preferred stocks and high yield municipals.