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.
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.
Fixed Income
Sage Advice Quarterly Market Review 2Q23
July 10, 2023 — Heading into the back half of 2023, the prevailing narrative seems to be that we are slowing down but only gradually,. . . .
Fixed Income
Fixed Income Investment Strategy — July 2023
July 10, 2023 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook The Fed continues to deliver. . . .
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.