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.

Fixed Income
Fixed Income Perspectives
September 21, 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, September 2021
September 20, 2021 — The third quarter has been a bumpy ride, with a surge in the Delta variant that has shifted the macro landscape. . . .
 
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Cash Balance
Cash Balance Strategy Monitor August 2021
September 14, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
ESG Solutions
ESG Cash Management Strategy Profile 2Q21
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Fixed Income
Fixed Income Performance Through Rising Rate Environments
This presentation illustrates how Sage fixed income strategies and benchmark indexes have fared during periods of rising 10-year Treasury yields. While investors may have experienced. . . .
Tactical ETF
Tactical Investment Strategy, August 2021
August 17, 2021 — Late summer has historically been a challenging period for risk markets, and this year looks set to follow that pattern –with. . . .
Fixed Income
Fixed Income Perspectives — August 2021
August 17, 2021 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Cash Balance
Cash Balance KIS Performance Commentary 2Q21
July 30, 2021 — The second quarter of 2021 stands in stark contrast to the same period last year as easy monetary policy coupled with. . . .
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