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
ACE Plus Strategy Profile 4Q23
The Sage All Cap Equity Plus tactical ETF strategy seeks to provide strong risk-adjusted investment returns relative to the global equity market. The strategy will. . . .
Tactical ETF
Core Plus Fixed Income Strategy Profile 4Q23
The Sage Core Plus Fixed Income tactical ETF strategy seeks to provide excess yield and strong risk-adjusted investment returns relative to the Barclay’s Aggregate Bond. . . .
Cash Balance
Sage Cash Balance Ultra Conservative CIT Sheet 4Q23
The Sage Cash Balance Ultra Conservative CIT will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside. . . .
Cash Balance
Sage Cash Balance Conservative CIT Sheet 4Q23
The Sage Cash Balance Conservative CIT will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk.
Cash Balance
Sage Cash Balance Moderate CIT Sheet 4Q23
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.
Municipal Fixed Income
Municipal Fixed Income Perspectives — December 2023
December 11, 2023 — 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 — November 2023
November 17, 2023 — 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 Investment Strategy — November 2023
November 17, 2023 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Rate markets have taken a. . . .
Cash Balance
Sage Cash Balance CITs Performance Commentary 3Q23
October 25, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.