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
Cash Balance Plan Strategies
Sage Cash Balance Strategies are specifically designed and managed to meet common Cash Balance Plan objectives including principal protection, common interest crediting rate targets and an. . . .
Tactical ETF
Tactical ETF 2Q21 Market Review & Outlook
July 8, 2021 — The post-pandemic recovery will continue to be the driving force for sentiment and returns in the back half of 2021. We. . . .
Fixed Income
Sage Institutional Solutions
July 1, 2021 — This brochure outlines Sage’s fixed income approach and the benefits we provide to our institutional clients.
Tactical ETF
Tactical Investment Strategy, June 2021
June 9, 2021 — We continue to see further upside for risk assets in the second half of 2021. Our base case includes strong growth. . . .
Cash Balance
Cash Balance Strategy Monitor May 2021
June 9, 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 Income Solutions Brochure 1Q21
May 13, 2021 — Most clients who seek high current income are typically at the stage of their investment life where they also need relative. . . .
Cash Balance
Cash Balance Strategy Monitor April 2021
May 7, 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, May 2021
May 7, 2021 — The second quarter got off to a fast start with strong economic momentum and earnings. This pushed global equities 4.2% higher. . . .