Cash Balance Strategy Monitor March 2022
April 18, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
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Tactical ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.
Income ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter.
ESG ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the first quarter.
Fixed Income Perspectives — April 2022
April 14, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Municipal Fixed Income 1Q22 Market Review & Outlook
April 13, 2022 — What a difference a quarter can make. The municipal market did a complete 180-degree turn from a technical environment and valuation. . . .
The Sage ESG Top 5
April 8, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Taxable Fixed Income 1Q22 Market Review & Outlook
April 8, 2022 — Fixed income suffered a historically poor quarter, with the Bloomberg Aggregate Bond Index recording the worst quarterly return since the third. . . .