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
Fixed Income Investment Strategy — August 2023
August 24, 2023 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Our thesis on the economy. . . .
Fixed Income
Fixed Income Perspectives — August 2023
August 10, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Tactical ETF
Active Management: Navigating Financial Success Through Strategic Decision-Making
Why go with an active manager? What’s the difference between how Sage approaches active management versus some other investment managers? This one-pager illustrates the value. . . .
Fixed Income
Fed Cycles & Fixed Income Returns
August 1, 2023 — Regardless of precise Fed timing, some combination of yield carry and price returns driven by future easing expectations is likely to. . . .
Cash Balance
Cash Balance CITs 2Q23 Performance Commentary
July 25, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Cash Balance
Sage Cash Balance Performance Commentary 2Q23
July 25, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Fixed Income
Capital Market Assumptions
July 25, 2023 — The following shows individual financial firm’s return expectations for the next 10 years.