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
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.
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.