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.

Tactical ETF
Tactical Investment Strategy — March 2024
March 14, 2024 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — March 2024
March 8, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
Fixed Income Perspectives — March 2024
March 6, 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 – March 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. . . .
Fixed Income
Fixed Income Return Grids
The following scenarios illustrate what returns could look like for various bond indices over the next 12 months given interest rate and credit spread moves.
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. . . .
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.
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