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
Taxable Fixed Income 4Q21 Market Review & Outlook
January 18, 2022 — For fixed income investors, a taper-then-hiking cycle does not create the best return environment, but we also don’t expect deeply negative. . . .
Tactical ETF
Tactical ETF 4Q21 Market Review & Outlook
January 18, 2022 — Robust growth and high inflation will support the more aggressive monetary policy path, which now includes a rapid tapering of QE. . . .
Cash Balance
Cash Balance Strategy Monitor November 2021
December 15, 2021 — 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 — December 2021
December 13, 2021 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Tactical ETF
Tactical Investment Strategy, December 2021
December 13, 2021 — Heading into 2022, we expect above-trend growth, but lower returns and higher volatility, given virus concerns and the Fed’s accelerated timeline. . . .
Tactical ETF
Asset Allocation Perspectives, 1H22 Outlook
December 13, 2021 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned going into. . . .
Cash Balance
Cash Balance Strategy Monitor October 2021
November 19, 2021 — 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, November 2021
November 1, 2021 — In Q4 we expect the economic recovery to continue as the Delta variant’s initial impact on data fades, but for the. . . .
Tactical ETF
Asset Allocation Perspectives, 4Q21 Outlook
October 27, 2021 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the. . . .