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.
Tactical ETF
ESG ETF Strategies Performance Commentary 4Q22
January 20, 2023 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the fourth quarter.
Retirement
Asset/Liability Quarterly Monitor 4Q22
January 19, 2023 — This piece evaluates the asset and liability performance of a Sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
Tactical ETF
Asset Allocation Perspectives, January 2023
January 18, 2023 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
Tactical ETF
Tactical Investment Strategy, January 2023
January 12, 2023 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Fixed Income
Fixed Income Perspectives — January 2023
January 10, 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 ETF 4Q22 Market Review & Outlook
January 10, 2023 — Our outlook is for the global economy to bend but not break, with low but positive growth in the 1% to. . . .
Fixed Income
Fixed Income 4Q22 Market Review & Outlook
January 10, 2023 — While the fourth quarter brought encouraging news on the inflation front and optimism for a monetary policy pivot in 2023, it. . . .
Municipal Fixed Income
Municipal Fixed Income 4Q22 Market Review & Outlook
January 10, 2023 — From an investment return standpoint, almost everyone was happy to see 2022 end. The municipal market was no exception; however, municipal. . . .