Cash Balance from a Plan Design Perspective
What’s more important – excellence or relevance? In the noisy, crowded 401(k) world, Cash Balance Plans offer advisors a way to become more relevant. In. . . .
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Tactical Investment Strategy, September 2021
September 20, 2021 — The third quarter has been a bumpy ride, with a surge in the Delta variant that has shifted the macro landscape. . . .
The Winners and Losers of the Great Reflation Trade
September 14, 2021 — Not all commodities have benefitted equally in the reflation/economic reopening trade. Some have long-term structural supply/demand imbalances, while others have seen. . . .
Cash Balance Strategy Monitor August 2021
September 14, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Fixed Income Returns & Rising Rate Environments
September 10, 2021 — Given the large moves in interest rates over the past 12 months, investors are focused on the near-term direction of rates.. . . .
Fixed Income Performance Through Rising Rate Environments
This presentation illustrates how Sage fixed income strategies and benchmark indexes have fared during periods of rising 10-year Treasury yields. While investors may have experienced. . . .
Are Markets Prepared for the Fed to Taper QE?
August 24, 2021 — Fueled by stimulus and pent-up demand from the Covid-induced recession, the U.S. economy staged one of the sharpest recoveries in the. . . .