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
Multi Asset Income ETF Strategy Profile 3Q24
The Sage Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in the global. . . .
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.