Tactical Investment Strategy August 2020
Despite the ongoing congressional impasse over a Phase 4 fiscal package, risk assets continue to move higher on positive data and supportive policy. Our thesis for the third quarter remains the same: continued recovery in data but less surprises to the upside, and a continued commitment from policymakers to stay accommodative through 2020. This should keep the tone generally positive for risk markets, but with increased volatility given higher valuations, shifting Covid-19 infection rates, and the U.S. elections. As such, our strategies are appropriately positioned for our outlook with a modest overweight in equities across balanced strategies and an overweight to spread sectors within fixed income. As the quarter evolves, we expect to tone down risk as valuations rise and place an emphasis on security selection over broad beta risk.
Fixed Income Perspectives August 2020
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
ESG Highlights & Holdings — Eversource Energy
Eversource is a multi-utility company with four million electricity, natural gas, and water customers throughout Massachusetts, Connecticut, and New Hampshire. . .
ESG for the Non-Profit World: An Opportunity Not to Be Missed
Sage’s CIO Bob Smith and Vice President Lily Tu discuss the increasing interest among nonprofits for environmental, social, and governance (ESG) investing.