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 — March 2023
March 16, 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 — March 2023
March 13, 2023 — Risk and rates markets remain captives of shifting Fed policy expectations, which have become more hawkish over the last month due. . . .
Tactical ETF
Tactical ETF Strategies Brochure
Our tactical ETF offerings range from 100% fixed income to 100% equity, including a series of target risk and target date asset allocation strategies. While. . . .
Fixed Income
Fixed Income Perspectives Video — February 2023
February 21, 2023 — In this video, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Fixed Income
Fixed Income Perspectives — February 2023
February 16, 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 — February 2023
February 15, 2023 — We continue to view the risk/reward for fixed income as favorable. In the near-term, rates could come under renewed pressure as. . . .
Retirement
Sage Cash Balance Performance Commentary 4Q22
January 30, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Tactical ETF
Income ETF Strategies Performance Commentary 4Q22
January 20, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the fourth quarter.
Tactical ETF
Tactical ETF Strategies Performance Commentary 4Q22
January 20, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter.