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.
Cash Balance
3Q24 Cash Balance Conservative Strategy
The Sage Cash Balance Conservative Strategy will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk.. . . .
Cash Balance
3Q24 Cash Balance Ultra Conservative Strategy
The Sage Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside. . . .
Cash Balance
3Q24 Cash Balance Moderate Strategy
The Sage Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.. . . .
Fixed Income
Fixed Income Return Grids
The following scenarios illustrate what returns could look like for various bond indices over the next 12 months given interest rate and credit spread moves.
Municipal Fixed Income
Municipal Fixed Income Perspectives — September 2024
September 11, 2024 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income
Fixed Income Investment Strategy — August 2024
September 5, 2024 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Any outlook discussion still starts. . . .
Sage Company Overview – September 2024
Sage was founded in 1996 by Robert G. Smith, III and Mark C. MacQueen. Prior to forming Sage, Bob and Mark both spent many years. . . .