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.
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. . . .
Cash Balance
Institutional Cash Balance Plan Services
For large established Cash Balance Plans Sage can customize the investment based on the overall risk profile, cash flow needs, plan design. Our ongoing monitoring. . . .
Fixed Income
Taxable Fixed Income Brochure
The Sage investment team brings perspective and wisdom that comes from a long history of managing fixed income. Managing risk is fundamental to our investment. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives Video — April 2023
April 27, 2023 — In this video, Sage illustrates our municipal fixed income positioning in the current environment.