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 — July 2022
July 8, 2022 — In this piece, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Tactical ETF
Tactical Investment Strategy, June 2022
June 17, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Cash Balance
Cash Balance Strategy Monitor May 2022
June 15, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Fixed Income
Fixed Income Perspectives — June 2022
June 8, 2022 — In this piece, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Cash Balance
Cash Balance Strategy Monitor April 2022
May 12, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Fixed Income
Fixed Income Perspectives — May 2022
May 11, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Municipal Fixed Income
A Good Time to Invest in Muni Bonds
May 6, 2022 — Despite the misconception that municipal bonds are facing elevated default risk, they remain one of the strongest asset classes in terms. . . .
Cash Balance
Cash Balance Strategies Performance Commentary 1Q22
April 29, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Tactical ETF
Tactical Investment Strategy, April 2022
April 22, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.