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
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. . . .
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. . . .