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
Tactical Investment Strategy — October 2023
October 10, 2023 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Fixed Income
Sage Advice Quarterly Market Review 3Q23
October 3, 2023 — Third quarter returns were characterized by three major trends – rising long-end yields, a significant move higher in oil, and an. . . .
Tactical ETF
Tactical Investment Strategy — September 2023
September 18, 2023 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — September 2023
September 14, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy — September 2023
September 14, 2023 — Municipal Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Despite revenue receipts continuing. . . .
Fixed Income
Fixed Income Perspectives — September 2023
September 14, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
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. . . .