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
Fixed Income Perspectives — August 2024
August 16, 2024 — 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 Investment Strategy, August 2024
August 9, 2024 — Sage provides an outlook for the municipal market, including our sector views and positioning and the key themes we are following.. . . .
Tactical ETF
Tactical Investment Strategy — August 2024
August 2, 2024 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Tactical ETF
Asset Allocation Perspectives 2H Outlook
August 1, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Retirement
Asset Liability Monitor 2Q24
July 25, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Retirement
Sage Cash Balance Performance Commentary 2Q24
July 24, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Retirement
Sage Cash Balance CITs Performance Commentary 2Q24
July 24, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.
Tactical ETF
Income ETF Model Portfolios: Performance Commentary 2Q24
July 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Model Portfolios in the second. . . .