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.
Retirement
Sage Cash Balance Performance Commentary 4Q23
January 31, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Fixed Income
Fixed Income Investment Strategy — January 2024
January 17, 2024 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Strong economic momentum in the. . . .
Tactical ETF
Tactical Investment Strategy — January 2024
January 17, 2024 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Tactical ETF
Income ETF Model Portfolios: Performance Commentary 4Q23
January 14, 2024 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Model Portfolios in the fourth. . . .
Tactical ETF
Tactical ETF Model Portfolios: Performance Commentary 4Q23
January 14, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ETF Model Portfolios in the fourth quarter.
Tactical ETF
ESG ETF Model Portfolios: Performance Commentary 4Q23
January 14, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Model Portfolios in the fourth. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy January 2024
January 12, 2024 — Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates our municipal fixed. . . .
Fixed Income
Fixed Income Perspectives — January 2024
January 11, 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 — January 2024
January 11, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .