Tactical Investment Strategy, April 2022
April 22, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
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Are Bonds Dead . . . Again?
April 22, 2022 — The last six months have been historically painful for fixed income investors. This has many investors questioning how we got here.. . . .
Asset Liability Quarterly Monitor 1Q22
April 22, 2022 — Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term. . . .
Renewables Aren’t Renewable
April 21, 2022 — The Russia-Ukraine war has emphasized the EU’s dependence on Russian oil and provided an opportunity to discuss long-term energy sourcing. Many. . . .
The Sage ESG Top 5 — Week of April 21
April 21, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Fixed Income Outlook in 5 Charts
April 20, 2022 — The current interest rate hiking cycle has been priced in sooner and more aggressively than in previous cycles. What does this. . . .
Asset Allocation Perspectives, April 2022
April 20, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
The Fixed Income Landscape — 4 Key Questions
April 19, 2022 — Sage’s fixed income framework begins with 4 key questions — what is the outlook for economic growth, monetary and fiscal policy,. . . .