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.

Cash Balance
Sage Cash Balance CITs – Market Monitor October 2022
November 23, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
Fixed Income
Fixed Income Perspectives — November 2022
November 11, 2022 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
ESG Solutions
Impact Bond Strategy Overview
 
Sage Company Overview – November 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. . . .
Retirement
Asset Liability Quarterly Monitor 3Q22
October 25, 2022 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
Cash Balance
Cash Balance Strategies Performance Commentary 3Q22
October 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Cash Balance
Sage Cash Balance Performance Commentary 3Q22
October 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Tactical ETF
Asset Allocation Perspectives, October 2022
October 19, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
Fixed Income
Fixed Income Perspectives — October 2022
October 17, 2022 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
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