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.

Municipal Fixed Income
Municipal Fixed Income Investment Strategy, January 2025
January 13, 2025 — Sage provides an outlook for the municipal market, including our sector views and positioning.
Municipal Fixed Income
Municipal Fixed Income Perspectives — January 2025
January 13, 2025 — 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 Perspectives — 2025 Outlook
January 13, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Tactical ETF
Asset Allocation Perspectives 2025 Outlook
January 10, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — December 2024
December 5, 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 Perspectives — November 2024
November 13, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Responsible Investing
Jewish Values Investing
Retirement
Sage Cash Balance Performance Commentary 3Q24
October 29, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
ESG Solutions
3Q24 ESG Intermediate Term Characteristics and Commentary
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