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.
Fixed Income
Moderate Term Taxable Strategy Profile 1Q20
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over a short term 1-5 year. . . .
Fixed Income
Short Term Taxable Strategy Profile 1Q20
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over a short term 1-3 year. . . .
Tactical ETF
Tactical Investment Strategy April 2020
Our base-case scenario has shifted from a fragile stabilization going into 2020 to a global recession, with a large contraction in the first half of. . . .
Cash Balance
Cash Balance Strategy Monitor March 31, 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 April 2020
The following presentation outlines the current economic conditions, monetary policy response and valuations, as well as how Sage is positioned in the current environment.
Tactical ETF
Sage Income ETF Strategies Performance Commentary 1Q20
This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter. Given the extreme stress. . . .
Tactical ETF
Tactical ETF Performance Commentary 1Q20
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter. The equity allocation posted. . . .
Municipal Fixed Income
Sage Advice Municipal Quarterly Market Review 1Q2020
With a higher probability of industry-wide downgrades over the coming year, sector allocation and rebalancing will remain focused on stable-to-improving sectors, including both general obligation. . . .