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
ETF Overview
View our ETF Overview to learn more about our ETF strategies.
Fixed Income
Fixed Income Investment Strategy — July 2025
July 17, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Markets have weathered a year’s. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, July 2025
July 16, 2025 — Sage provides an outlook for the municipal market, including our sector views and positioning. Key Takeaways Economic and Policy Landscape: Despite. . . .
Retirement
Asset Liability Monitor 2Q25
July 16, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Asset Allocation
Sustainable Asset Allocation ETF Performance Commentary 2Q25
July 16, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Sustainable Asset Allocation ETF Strategies in the. . . .