Commentaries
Our commitment to delivering thoughtful research and insights has a pragmatic purpose. The more a client knows, the more he or she can stay on plan during volatile and uncertain market environments.
Tactical ETF
Tactical Investment Strategy — January 2025
January 21, 2025 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Fixed Income
Fixed Income Investment Strategy — January 2025
January 17, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Although recalibrating risks and adjusting. . . .
Tactical ETF
Sage Income ETF Performance Commentary 4Q24
January 17, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the fourth quarter.
Responsible Investing
Sustainable ETF Performance Commentary 4Q24
January 17, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Sustainable ETF Strategies in the fourth quarter.
Tactical ETF
Tactical ETF Performance Commentary 4Q24
January 17, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter.
Fixed Income
Sage Advice 4Q24 Market Review + Outlook
January 15, 2024 — On the surface, macro conditions and confidence appear supportive into 2025, suggesting the table is set for another decent year across. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, January 2025
January 13, 2025 — Sage provides an outlook for the municipal market, including our sector views and positioning.
Municipal Fixed Income
Municipal Fixed Income Perspectives — January 2025
January 13, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income
Fixed Income Perspectives — 2025 Outlook
January 13, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .