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 ETF Performance Commentary 3Q24
October 15, 2024 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.
Tactical ETF
Sage Advice 3Q24 Market Review + Outlook
October 15, 2024 — The third quarter delivered strong returns in both equities and fixed income as building optimism around easing expectations and the start. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, October 2024
October 14, 2024 — Sage provides an outlook for the municipal market, including our sector views and positioning and the key themes we are following.. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — October 2024
October 8, 2024 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Responsible Investing
Christian Values Investing — Balancing Faith & Finance
Christian Values Investing in the United States has a rich history that intertwines deeply with broader religious movements and the evolution of social justice initiatives. . . .
Fixed Income
Fixed Income Perspectives — October 2024
October 4, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
Fixed Income Return Grids
The following scenarios illustrate what returns could look like for various bond indices over the next 12 months given interest rate and credit spread moves.
Municipal Fixed Income
Municipal Fixed Income Perspectives — September 2024
September 11, 2024 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .