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 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.
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.