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
Tactical Investment Strategy, September 2022
September 19, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Fixed Income
Fixed Income Perspectives — September 2022
September 19, 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 August 2022
September 12, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
Cash Balance
Sage Cash Balance CITs – Market Monitor July 2022
August 25, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
Tactical ETF
Tactical Investment Strategy, August 2022
August 16, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Fixed Income
Fixed Income Perspectives — August 2022
August 15, 2022 — 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, July 2022
July 21, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Tactical ETF
Asset Allocation Perspectives, July 2022
July 20, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
Cash Balance
Cash Balance Strategies Performance Commentary 2Q22
July 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.