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 1Q23
April 27, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Cash Balance
Cash Balance CITs 1Q23 Performance Commentary
April 27, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Fixed Income
The Market Environment for Short Term Investors
April 25, 2023 — The following study shows how modest duration extension post-hiking cycles extends the period for which investors will have higher yields and. . . .
Retirement
Asset Liability Quarterly Monitor 1Q23
April 19, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
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.