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.
Asset Allocation
Global Asset Allocation Strategy — October 2025
October 16, 2025 — Global Asset Allocation Strategy provides an overview of key economic and policy themes and how Sage is positioned in the current. . . .
Asset Allocation
Municipal Core Plus ETF Performance Commentary 3Q25
October 15, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Municipal Core Plus ETF Strategy in the. . . .
Asset Allocation
Global Asset Allocation ETF Performance Commentary 3Q25
October 15, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Global Asset Allocation ETF Strategies in the. . . .
Asset Allocation
Sage Income ETF Performance Commentary 3Q25
October 15, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the third quarter.
Responsible Investing
Sustainable Asset Allocation ETF Performance Commentary 3Q25
October 15, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Sustainable Asset Allocation ETF Strategies in the. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, October 2025
October 14, 2025 — Sage provides an outlook for the municipal market, including our sector views and positioning. Key Takeaways Economic and Policy Landscape: Municipal. . . .
Fixed Income
Fixed Income Investment Strategy — October 2025
October 10, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Core fixed income remains attractive. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — October 2025
October 7, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income
Sage Advice 3Q25 Market Review + Outlook
October 3, 2025 — Markets extended gains in Q3 despite mixed economic signals and geopolitical volatility, supported by tax cuts, Fed easing, and strong earnings.. . . .