Sage Cash Balance Performance Commentary 2Q23
July 25, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
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Capital Market Assumptions
July 25, 2023 — The following shows individual financial firm’s return expectations for the next 10 years.
When Ratings Downgrades Present Buying Opportunities
July 21, 2023 — While the municipal bond market soured on Milwaukee earlier this year following a two-notch downgrade to BBB+ with a negative outlook. . . .
Asset Liability Quarterly Monitor 2Q23
July 21, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
Economy Coming In for a Landing After Inflation Turning Point — Fixed Income Outlook in 5 Charts
July 19, 2023 — Inflation is moving lower while the labor market remains strong, albeit exhibiting a decelerating trend. Rate markets are expecting one more. . . .
Asset Allocation Perspectives, 3Q23 Outlook
July 2023 — The following charts illustrate Sage’s macro views and tactical ETF positioning given our market outlook.
Fixed Income Perspectives — July 2023
July 17, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Municipal Fixed Income Investment Strategy — July 2023
July 11, 2023 — Municipal Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook The municipal credit environment. . . .