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 Model Portfolios: Performance Commentary 1Q24
April 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ETF Model Portfolios in the first quarter.
Retirement
Sage Cash Balance CITs Performance Commentary 1Q24
April 19, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.
Tactical ETF
Tactical Investment Strategy — April 2024
April 18, 2024 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Fixed Income
Sage Advice 1Q24 Market Review + Outlook
April 16, 2024 — The first quarter delivered strong growth signals and upside surprises in data globally, boosting sentiment but clouding the outlook for rates. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, April 2024
April 12, 2024 — Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates our municipal fixed. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — April 2024
April 12, 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 Perspectives — April 2024
April 11, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
ESG Solutions
ESG Asset Allocation Moderate Strategy Profile 1Q24
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Cash Balance
Sage Cash Balance Conservative CIT Sheet 1Q24
The Sage Cash Balance Conservative CIT will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk.