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 — February 2024
February 12, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
The Benefits of Active Management
February 12, 2024 — Active fixed income management allocates across different curve segments, considering the policy and economic outlook, as well as current valuations. This. . . .
Fixed Income
Fixed Income Perspectives — February 2024
February 12, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
 
Sage Company Overview – February 2024
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
Sage Cash Balance CITs Performance Commentary 4Q23
January 31, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.
Retirement
Sage Cash Balance Performance Commentary 4Q23
January 31, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
ESG Solutions
Impact Bond Strategy Overview
January 25, 2024 — This presentation provides an overview of the Impact Bond landscape and portfolio characteristics for Sage’s Impact Bond Strategy.
Fixed Income
Fixed Income Investment Strategy — January 2024
January 17, 2024 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Strong economic momentum in the. . . .
Tactical ETF
Tactical Investment Strategy — January 2024
January 17, 2024 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
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