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.
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. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy — July 2023
July 11, 2023 — Municipal Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook The municipal credit environment. . . .
Tactical ETF
Income ETF Strategies Performance Commentary 2Q23
July 11, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.
Tactical ETF
Tactical ETF Strategies Performance Commentary 2Q23
July 11, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the second quarter.
ESG Solutions
ESG ETF Strategies Performance Commentary 2Q23
July 11, 2023 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the second quarter.