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
Cash Balance Strategy Monitor October 2021
November 19, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Fixed Income
Fixed Income Perspectives — Rates, Returns and Allocations
November 10, 2021 — This presentation explores previous Fed rate hike cycles and what we’ve learned about interest rate moves and fixed income return prospects.
Tactical ETF
Tactical Investment Strategy, November 2021
November 1, 2021 — In Q4 we expect the economic recovery to continue as the Delta variant’s initial impact on data fades, but for the. . . .
Tactical ETF
Asset Allocation Perspectives, 4Q21 Outlook
October 27, 2021 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the. . . .
Retirement
Asset Liability Quarterly Monitor 3Q21
October 25, 2021 — Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term. . . .
Fixed Income
Fixed Income Perspectives — October 2021
October 20, 2021 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Cash Balance
Cash Balance Strategy Monitor September 2021
October 20, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Cash Balance
An Investment Manager’s Approach to Cash Balance Plans
In this episode, Sage’s Managing Director Michael Walton and National Sales Director Bob Moser address the 3 big questions clients usually have about their cash. . . .
Tactical ETF
Tactical ETF Performance Commentary 3Q21
October 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.
1 2 3 39