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 — July 2023
July 10, 2023 Key Takeaways Equities stole the show during the first half with robust gains built on resilient data that propelled the soft-landing narrative. . . .
Retirement
Cash Balance CITs Performance Commentary
June 30, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Fixed Income
(Video) Fed Cycles & Fixed Income Returns
June 30, 2023 — Sage Chief Investment Strategist Rob Williams takes viewers through the “Fed Cycles & Fixed Income Returns” presentation.
Fixed Income
Fixed Income Perspectives — June 2023
June 20, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Tactical ETF
Tactical Investment Strategy — May 2023
May 23, 2023 — As we approach mid-year, we have recast our key outlook and strategy themes for the balance of 2023. Key Takeaways A. . . .
Fixed Income
Fixed Income Perspectives — May 2023
May 12, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .