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.
Retirement
Asset Liability Quarterly Monitor 3Q20
Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term structure of the plan’s. . . .
Tactical ETF
Income ETF Strategies Performance Commentary 3Q20
This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the third quarter.
Tactical ETF
Tactical ETF Performance Commentary 3Q20
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.
ESG Solutions
ESG ETF Strategies Performance Commentary 3Q20
This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the third quarter.
Municipal Fixed Income
Sage Advice Municipal Quarterly Market Review 3Q2020
The tone of the municipal market did a 180-degree turn in the third quarter, as yield and spread volatility trended lower and seasonal demand, once. . . .
Fixed Income
Sage Advice Taxable Quarterly Market Review 3Q2020
For income-oriented investors, it has been a banner year, as yields fell in response to the global pandemic and spreads have fully recovered from March. . . .
Cash Balance
Cash Balance Strategy Monitor September 30, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
Tactical ETF
Asset Allocation Perspectives — October 2020
The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the current environment.
Tactical ETF
Asset Allocation Perspectives — Elections & Market Implications
This brief report details how the markets are likely to respond to various elections scenarios. It explains the impact of Covid-19 cases on polling, how. . . .