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.

ESG Solutions
Impact Bond Strategy Overview
Tactical ETF
Tactical Investment Strategy, August 2022
August 16, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Fixed Income
Fixed Income Perspectives — August 2022
August 15, 2022 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
 
Sage Company Overview – August 2022
Sage was founded in 1996 by Robert G. Smith, III and Mark C. MacQueen. Prior to forming Sage, Bob and Mark both spent many years. . . .
Fixed Income
2Q22 Short Term Characteristics and Commentary
Fixed Income
2Q22 Intermediate Term Characteristics and Commentary
Fixed Income
2Q22 Core G/C Characteristics and Commentary
Tactical ETF
Tactical Investment Strategy, July 2022
July 21, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Tactical ETF
Asset Allocation Perspectives, July 2022
July 20, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
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