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
Sage Income ETF Performance Commentary 3Q24
October 15, 2024 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the third quarter.
Tactical ETF
ESG ETF Performance Commentary 3Q24
October 15, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the third quarter.
Tactical ETF
Tactical ETF Performance Commentary 3Q24
October 15, 2024 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.
Tactical ETF
Sage Advice 3Q24 Market Review + Outlook
October 15, 2024 — The third quarter delivered strong returns in both equities and fixed income as building optimism around easing expectations and the start. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, October 2024
October 14, 2024 — Sage provides an outlook for the municipal market, including our sector views and positioning and the key themes we are following.. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — October 2024
October 8, 2024 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Responsible Investing
Christian Values Investing — Balancing Faith & Finance
Christian Values Investing in the United States has a rich history that intertwines deeply with broader religious movements and the evolution of social justice initiatives. . . .
Fixed Income
Fixed Income Perspectives — October 2024
October 4, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Tactical ETF
Tax Aware Multi Asset Income ETF Strategy Profile 3Q24
The Sage Tax Aware Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in. . . .