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.
Cash Balance Strategy Monitor June 2021
July 19, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Retirement
Asset Liability Quarterly Monitor 2Q21
July 19, 2021 — Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term. . . .
Tactical ETF
Tactical Investment Strategy, July 2021
July 15, 2021 — The post-pandemic recovery will continue to be the driving force for sentiment and returns in the back half of 2021. We. . . .
Municipal Fixed Income
Municipal 2Q21 Market Review & Outlook
July 14, 2021 — By the end of the second quarter, the municipal market fully recovered from 2020 Covid-19 lows and has now reached record. . . .
Tactical ETF
Asset Allocation Perspectives, July 2021
July 14, 2021 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the. . . .
Fixed Income
Taxable Fixed Income 2Q21 Market Review & Outlook
July 14, 2021 — Fixed income investors had a reprieve after a tough first quarter. Longer rates fell 25 to 30 basis points and credit. . . .
ESG Solutions
ESG ETF Performance Commentary 2Q21
July 13, 2021 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the second quarter.
Tactical ETF
Sage Income ETF Performance Commentary 2Q21
July 13, 2021 — 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 2Q21
July 13, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the second quarter.