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 2Q22
July 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Cash Balance
Sage Cash Balance CITs – Market Monitor June 2022
July 20, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
Retirement
Asset Liability Quarterly Monitor 2Q22
July 19, 2022 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
Municipal Fixed Income
Municipal Fixed Income 2Q22 Market Review & Outlook
July 19, 2022 — Extreme, historic, elevated, unprecedented . . . those are just some of the adjectives used to describe the municipal market over. . . .
ESG Solutions
ESG ETF Performance Commentary 2Q22
July 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the second quarter.
Tactical ETF
Income ETF Performance Commentary 2Q22
July 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.
Tactical ETF
Tactical ETF Performance Commentary 2Q22
July 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the second quarter.
Tactical ETF
Tactical ETF 2Q22 Market Review & Outlook
July 14, 2022 — Looking into the back half, equities face elevated downside risks, including a high probability of a recession; the Fed continuing to. . . .
Fixed Income
Taxable Fixed Income 2Q22 Market Review & Outlook
July 14, 2022 — Fixed income investors have been through the worst two-quarter stretch in decades and face further tightening in the coming months. We. . . .