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 — April 2023
April 13, 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 — April 2023
April 12, 2023 — As we near the end of the Fed tightening cycle, our game plan is to stay defensive, expecting risk assets to. . . .
Tactical ETF
Income ETF Strategies Performance Commentary 1Q23
April 11, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter.
Tactical ETF
Tactical ETF Strategies Performance Commentary 1Q23
April 11, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.
ESG Solutions
ESG ETF Strategies Performance Commentary 1Q23
April 11, 2023 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the first quarter.
Tactical ETF
Asset Allocation Perspectives, 2Q23 Outlook
April 2023 — The following charts illustrate Sage’s macro views and tactical ETF positioning given our market outlook.
Municipal Fixed Income
Municipal Fixed Income 1Q23 Market Review & Outlook
April 2023 — The following two-page report recaps the municipal bond market in Q1, provides our outlook for economic growth and monetary policy, and explains. . . .
Tactical ETF
Tactical ETF 1Q23 Market Review & Outlook
April 2023 — The risk-reward for risk assets is getting less attractive as the year unfolds. While equities have largely shrugged off banking concerns, they. . . .
Fixed Income
Fixed Income 1Q23 Market Review & Outlook
April 2023 — Despite the volatility of the past month and pressure on spreads, the medium-term outlook for fixed income remains highly favorable. Attractive yield. . . .