AGF Investments
Pacific Income Advisers
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inCadense powers launch of Pacific Income’s offshore high yield SMA strategies69 DownloadsinSights, Pacific Income Advisers
inCadense has been selected by Pacific Income Advisers (PIA) to power the launch of the firm’s new offshore high yield separately managed account (SMA) strategies, as part of its broader push to reach non-U.S. investors seeking customized fixed income solutions.
Read more: inCadense powers launch of Pacific Income’s offshore high yield SMA strategies
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Pacific Income Advisers – Managed Account Completion Shares70 DownloadsinSights, Pacific Income Advisers
Pacific Income Advisers (PIA), in recognition of the challenges facing fixed income investors, utilizes the Advisors Series Trust Managed Account Completion Shares (MACS).
Read more: Pacific Income Advisers – Managed Account Completion Shares
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Pacific Income Advisers – Fourth Quarter High Yield Commentary60 DownloadsinSights, Pacific Income Advisers
The equity markets continued to rally through the fourth quarter, undeterred by the longest federal government shutdown on record (43 days) and the subsequent delayed release of key economic data.
Read more: Pacific Income Advisers – Fourth Quarter High Yield Commentary
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Pacific Income Advisers – Fourth Quarter Market Commentary68 DownloadsinSights, Pacific Income Advisers
The equity markets continued to rally through the fourth quarter, undeterred by the longest federal government shutdown on record (43 days) and the subsequent delayed release of key economic data.
Read more: Pacific Income Advisers – Fourth Quarter Market Commentary
Sage Advisory
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Fixed Income Outlook in Five Charts — Let Income Do the Work9 DownloadsPresentation, Sage Advisory
Halfway through 2026, the fixed income story hinges on one word: inflation.Read more: Fixed Income Outlook in Five Charts — Let Income Do the Work
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Weekly Notes from the Desk85 DownloadsPresentation, Sage Advisory
This series provides timely, concise commentary on current market developments and what they mean for investors.
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Sage Advisory Services, LTD. Company Overview66 DownloadsPresentation, Sage Advisory
Sage serves institutional and private clients through traditional fixed-income asset management, responsible investing portfolios, global tactical ETF strategies, and liability-focused investment solutions.
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Servicios De Asesoramiento Sage, LTD.86 DownloadsPresentation, Sage Advisory
Sage provee servicios el mercado institucional y de clientes privados con gestión tradicional de activos de renta fija, portafolios de inversión responsable, estrategias globales tácticas de ETF y soluciones de inversión orientadas a pasivos.
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Sage Advisory steps into international ETF waters with inCadense122 DownloadsPresentation, Sage Advisory
Austin, Texas-based investment management firm, Sage Advisory, with close to USD30 billion under management, has announced that is has formed a strategic collaboration with inCadense to bring Sage’s investment strategies to international markets.
Read more: Sage Advisory steps into international ETF waters with inCadense
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SAGE – Fixed Income Perspectives156 DownloadsPresentation, Sage Advisory
This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
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SAGE – Fixed Income Investment Strategy125 DownloadsArticle, Sage Advisory
Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning.
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SAGE – Global Asset Allocation Strategy104 DownloadsArticle, Sage Advisory
The fourth quarter was not an easy one for markets but ended up being a productive one with all major asset classes finishing in positive territory (S&P 500, +2.7% and Aggregate Bond Index, +1.1%). Risk appetites faced multiple setbacks during the quarter, including a record-breaking government shutdown, weak job data, and rising AI valuation concerns.
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SAGE – Asset Allocation Perspectives103 DownloadsPresentation, Sage Advisory
The 2026 outlook points to steady US growth supported by strong consumers and easing inflation, despite labor‑market and liquidity risks. Moderate fixed income gains from rate cuts and carry, solid but slower equity returns driven by earnings, and an emphasis on quality, diversification, and valuation‑based rotations define the year ahead.
Schafer Cullen
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Q1 2026 Market Update: Cullen High Dividend Value Strategy30 DownloadsPresentation, Schafer Cullen
Read more: Q1 2026 Market Update: Cullen High Dividend Value Strategy
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WisdomTree
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WisdomTree-Siegel UCITS Model Portfolios Offshore via iH2 Advisors & Company53 DownloadsinSights, WisdomTree
Collaboration expands access to WisdomTree’s UCITS model portfolios through the inCadense offshore platform.
Read more: WisdomTree-Siegel UCITS Model Portfolios Offshore via iH2 Advisors & Company
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WisdomTree – Modern Portfolios Brochure59 DownloadsinSights, WisdomTree
When multiple funds are put together into a “model” portfolio, they can offer advisors even more benefits to consider for their clients, including broad diversification in a single portfolio and a range of options to a client’s investment objectives and risk profile.
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WisdomTree – Becoming Your Clients Financial MD Whitepaper54 DownloadsinSights, WisdomTree
In the world of finance, parallels to other professional fields often reveal profound insights. Consider the transformative experience of undergoing LASIK eye surgery.
Read more: WisdomTree – Becoming Your Clients Financial MD Whitepaper
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WisdomTree – Siegel-WisdomTree Model Portfolios61 DownloadsinSights, WisdomTree
Blending the groundbreaking research of Professor Jeremy Siegel with the innovative investment expertise of WisdomTree.
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WisdomTree – The Next Step in Investment Evolution52 DownloadsinSights, WisdomTree
Investors today face a number of challenges. Market volatility geopolitical turmoil, and Fed Policy uncertainty can impact the performance of almost any investment. But investors also face challenges from the investments themselves including costs, performance potential and investment overlap.
Read more: WisdomTree – The Next Step in Investment Evolution