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.
Cash Balance
Sage Cash Balance Moderate Conservative CIT Sheet 1Q24
The Sage Cash Balance Moderate Conservative CIT will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside. . . .
Cash Balance
Sage Cash Balance Moderate CIT Sheet 1Q24
The Sage Cash Balance Moderate CIT will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.
Fixed Income
Fixed Income Perspectives — March 2024
March 25, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Tactical ETF
Tactical Investment Strategy — March 2024
March 19, 2024 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — March 2024
March 8, 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 — February 2024
February 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
The Benefits of Active Management
February 12, 2024 — Active fixed income management allocates across different curve segments, considering the policy and economic outlook, as well as current valuations. This. . . .
Fixed Income
Fixed Income Perspectives — February 2024
February 12, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Retirement
Sage Cash Balance CITs Performance Commentary 4Q23
January 31, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.