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
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.. . . .
Retirement
Sage Cash Balance Performance Commentary 1Q24
April 25, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Cash Balance
1Q24 Cash Balance Moderate Strategy
The Sage Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.. . . .
Cash Balance
1Q24 Cash Balance Conservative Strategy
The Sage Cash Balance Conservative Strategy will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk.. . . .
Cash Balance
1Q24 Cash Balance Ultra Conservative Strategy
The Sage Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside. . . .
Fixed Income
Fixed Income Investment Strategy — April 2024
April 24, 2024 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Strong growth signals and upside. . . .
Tactical ETF
Income ETF Model Portfolios: Performance Commentary 1Q24
April 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Model Portfolios in the first. . . .
Tactical ETF
ESG ETF Model Portfolios: Performance Commentary 1Q24
April 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Model Portfolios in the first. . . .
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