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
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.
Retirement
Asset Liability Quarterly Monitor 2Q23
July 21, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
Tactical ETF
Asset Allocation Perspectives, 3Q23 Outlook
July 2023 — The following charts illustrate Sage’s macro views and tactical ETF positioning given our market outlook.
Fixed Income
Fixed Income Perspectives — July 2023
July 17, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .