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
Sage Advice 4Q23 Market Review + Outlook
January 10, 2024 — Strong economic momentum in the back half of 2023 and expectations of a Fed pivot have provided an optimistic tone to. . . .
Responsible Investing
Impact Bond Strategy Profile 4Q23
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Municipal Fixed Income
Core Municipal Strategy Profile 4Q23
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate to. . . .
ESG Solutions
ESG Asset Allocation Moderate Strategy Profile 4Q23
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Municipal Fixed Income
Intermediate Term Municipal Strategy Profile 4Q23
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate investment. . . .
Municipal Fixed Income
Moderate Term Municipal Strategy Profile 4Q23
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over a short to. . . .
Fixed Income
Enhanced Cash Management Strategy Profile 4Q23
Our cash management investment strategies take into account a client’s liquidity concerns, tax issues, and operating requirements.
Fixed Income
Core Agg Strategy Profile 4Q23
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 G/C Strategy Profile 4Q23
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. . . .