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
Cash Balance Strategies Performance Commentary 3Q22
October 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Cash Balance
Sage Cash Balance Performance Commentary 3Q22
October 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Tactical ETF
Asset Allocation Perspectives, October 2022
October 19, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
Fixed Income
Fixed Income Perspectives — October 2022
October 17, 2022 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Cash Balance
Sage Cash Balance CITs – Market Monitor September 2022
October 12, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
Municipal Fixed Income
Municipal Fixed Income 3Q22 Market Review & Outlook
October 10, 2022 — The municipal market has been playing an extreme game of give and take. For those invested in municipal bonds, the take. . . .
ESG Solutions
ESG ETF Performance Commentary 3Q22
October 10, 2022 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the third quarter.
Tactical ETF
Income ETF Strategies Performance Commentary 3Q22
October 10, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the third quarter.
Tactical ETF
Tactical ETF Performance Commentary 3Q22
October 10, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.