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
Tactical ETF 1Q22 Market Review & Outlook
April 8, 2022 — Risk assets overall remained surprisingly resilient during Q1. Going into Q2, further resilience depends on the Russia-Ukraine war not worsening, expected. . . .
Fixed Income
Fixed Income Perspectives — March 2022
March 24, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Cash Balance
Cash Balance Strategy Monitor February 2022
March 22, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Tactical ETF
Tactical Investment Strategy, March 2022
March 9, 2022 — The Russian invasion of Ukraine is the dominant macro influence now and is likely to remain so for a while. The. . . .
Cash Balance
Cash Balance Strategy Monitor January 2022
February 17, 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 — February 2022
February 16, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Retirement
Multiemployer DB Plan Case Study — Special Financial Assistance
February 11, 2022 — This case study outlines an ideal approach to funding a multiemployer pension plan while complying with ARPA’s Special Financial Assistance Program. . . .
Fixed Income
Rates, Returns & Allocations — Fixed Income Perspectives
February 1, 2022 — The Fed has embarked on an accelerated tapering schedule that is predicted to end by March 2022 and be followed by. . . .
Cash Balance
Cash Balance Performance Commentary 4Q21
January 27, 2022 — By the numbers, 2021 was a strong year for diversified investors, especially those more geared toward risk assets. However, there were. . . .