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
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. . . .
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. . . .