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 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. . . .
Cash Balance
Cash Balance Performance Commentary 1Q21
April 23, 2021 — The economic recovery gained steam in the first quarter as vaccine distribution expanded in the U.S. and Congress approved two rounds. . . .
Tactical ETF
Tactical Investment Strategy, April 2021
April 23, 2021 — The second quarter brings a rosy economic picture, with double-digit GDP growth expected as reopening activity meets swelling consumer wallets. The. . . .
Tactical ETF
Asset Allocation Perspectives — April 2021
April 19, 2021 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the. . . .
Retirement
Asset Liability Quarterly Monitor 1Q21
April 15, 2021 — Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term. . . .
ESG Solutions
ESG ETF Performance Commentary 1Q21
April 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the first quarter.
Tactical ETF
Sage Income ETF Performance Commentary 1Q21
April 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter.
Tactical ETF
Tactical ETF Performance Commentary 1Q21
April 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.
Municipal Fixed Income
Municipal 1Q21 Market Review & Outlook
April 14, 2021 — For the first quarter of 2021, the municipal market experienced another sell-off, but instead of economic panic, it was due to. . . .