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The Good, the Bad, and the Ugly – An Austin Energy Project Gone Awry
In this month’s ESG Perspectives, we examine a municipal bond offering that, on the surface, appears to be a sustainable investment. But a deeper dive. . . .
Tactical ETF Portfolio Shift Commentary 9/17/2019
Within our fixed income allocation, we’ve shifted a portion of our Treasuries exposure into TIPS (Treasury Inflation Protected Securities) to take advantage of attractive valuation. . . .
Cash Balance Strategy Monitor September 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 September 2019
Our macro view is that global growth will continue to moderate, with weakness emanating from core Europe and EM, where negative trade sentiment is most. . . .
Sage ESG Intermediate Credit Index — August 2019
This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).
Asset Allocation Perspectives September 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.