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.
Fixed Income
Fixed Income 3Q22 Market Review & Outlook
October 5, 2022 — While most of the story has been negative for fixed income investors in 2022, higher yield levels and a Fed approaching. . . .
Tactical ETF
Tactical ETF 3Q22 Market Review & Outlook
October 5, 2022 — While the Fed has made it clear that its priority is inflation, our base case is that weaker growth trends, global. . . .
Tactical ETF
Tactical Investment Strategy, October 2022
October 5, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Insurance
Insurance Services
We want to be your partner, not just your investment manager. We offer a client-liability oriented approach to investing that is based upon well-developed risk. . . .
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.