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.
Fixed Income
Core G/C Strategy Profile 2Q24
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over an intermediate to long. . . .
Fixed Income
Core Agg Strategy Profile 2Q24
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over an intermediate to long. . . .
Tactical ETF
Tactical Investment Strategy — June 2024
June 25, 2024 — 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 Perspectives — June 2024
June 24, 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 Perspectives — June 2024
June 12, 2024 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
Fixed Income Investment Strategy — June 2024
June 4, 2024 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Navigating the current macro environment. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — May 2024
May 8, 2024 — 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 — May 2024
May 8, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Retirement
Asset Liability Monitor 1Q24
April 30, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .