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.

Fixed Income
2021 First Half Outlook & Positioning
Going into 2021, Sage is positioned for upside given continued positive economic momentum, accommodative monetary policy, a forthcoming fiscal stimulus package, and vaccine rollouts. In. . . .
Tactical ETF
Tactical Investment Strategy, December 2020
For the first half of 2021, we believe a continued economic recovery, supportive policy efforts, and a vaccine-related normalization in activity should drive further upside. . . .
Cash Balance
Cash Balance Strategy Monitor November 30, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
Fixed Income
Fixed Income Perspectives — November 2020
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Tactical ETF
Tactical Investment Strategy, November 2020
We are looking beyond election-related volatility and are focused on four pillars of the recovery – positive economic momentum (especially the U.S. consumer), favorable central. . . .
Cash Balance
Cash Balance Strategy Monitor October 31, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
Tactical ETF
Tactical ETF Strategies Brochure
Our tactical ETF offerings range from 100% fixed income to 100% equity, including a series of target risk and target date asset allocation strategies. While. . . .
Tactical ETF
Sage Advice Tactical ETF Quarterly Market Review 3Q2020
Markets may have struggled during the second half of Q3, but the global economy did not, with data continuing to show evidence of a strong. . . .
Tactical ETF
Sage Tactical ETF Overview Presentation
1 2 3 29