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
Tax Aware Multi Asset Income ETF Strategy Profile 4Q24
The Sage Tax Aware Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in. . . .
Responsible Investing
4Q24 Sustainable Enhanced Cash Management Characteristics and Commentary
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. . . .