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 March 2021
April 8, 2021 — 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 Investment Strategy, March 2021
March 17, 2021 — As Covid-19 cases decline and economies reopen, the anticipation of continued economic growth and a renewed boost in consumption has caused. . . .
Fixed Income
Fixed Income Perspectives — March 2021
March 10, 2021 — We are still in the early expansion phase of the recovery, and as Covid-19 cases continue to decline and the global. . . .
Cash Balance
Cash Balance Strategy Monitor February 2021
March 5, 2021 — 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 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
Inflation Outlook February 2021
February 24, 2021 — This presentation illustrates how rising inflation and inflation expectations affect bonds yields, the Fed’s inflation target, and how Sage is positioned. . . .
Tactical ETF
Positioning for Rising Inflation Expectations
February 24, 2021 — In this video, Sage Director of Research Rob Williams discusses inflation and its effect on bond yields, the Fed’s recent policies,. . . .
Fixed Income
Fixed Income Perspectives — February 2021
February 19, 2021 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Tactical ETF
Tactical Investment Strategy, February 2021
February 19, 2021 — Risk markets rebounded quickly after experiencing some weakness into the end of January, highlighting optimism and a “buy-the-dip” mentality among investors.. . . .
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