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 Perspectives — May 2024
May 8, 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 — May 2024
May 8, 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 1Q24
April 30, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Municipal Fixed Income
Tax Exempt Fixed Income Overview
Fixed Income
Taxable Fixed Income Overview
Responsible Investing
Municipal Impact Bond Overview
ESG Solutions
ESG Taxable Fixed Income Overview
ESG Solutions
ESG ETF Strategies Overview
Retirement
Sage Cash Balance Performance Commentary 1Q24
April 25, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
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