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.

Retirement
Sage Cash Balance CITs Performance Commentary 2Q24
July 24, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.
Tactical ETF
Income ETF Model Portfolios: Performance Commentary 2Q24
July 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Model Portfolios in the second. . . .
Tactical ETF
ESG ETF Model Portfolios: Performance Commentary 2Q24
July 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Model Portfolios in the second. . . .
Tactical ETF
Tactical ETF Model Portfolios: Performance Commentary 2Q24
July 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ETF Model Portfolios in the second quarter.
Fixed Income
Fixed Income Perspectives — July 2024
July 19, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, July 2024
July 17, 2024 — Sage provides an outlook for the municipal market in the second half of 2024, including our sector views and positioning and. . . .
Fixed Income
Sage Advice 2Q24 Market Review + Outlook
July 16, 2024 — Cracks in the Goldilocks economic scenario began to emerge as we passed the midway point of 2024. After surprisingly positive momentum. . . .
ESG Solutions
2Q24 ESG Short Term Characteristics and Commentary
ESG Solutions
2Q24 ESG Intermediate Term Characteristics and Commentary
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