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 April 2022
May 12, 2022 — 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 — May 2022
May 11, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Municipal Fixed Income
A Good Time to Invest in Muni Bonds
May 6, 2022 — Despite the misconception that municipal bonds are facing elevated default risk, they remain one of the strongest asset classes in terms. . . .
Cash Balance
Cash Balance Strategies Performance Commentary 1Q22
April 29, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Tactical ETF
Tactical Investment Strategy, April 2022
April 22, 2022 —  This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Retirement
Asset Liability Quarterly Monitor 1Q22
April 22, 2022 — Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term. . . .
Tactical ETF
Asset Allocation Perspectives, April 2022
April 20, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
Cash Balance
Cash Balance Strategy Monitor March 2022
April 18, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Tactical ETF
Tactical ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.
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