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 — January 2025
January 13, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income
Fixed Income Perspectives — 2025 Outlook
January 13, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Tactical ETF
Asset Allocation Perspectives 2025 Outlook
January 10, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — December 2024
December 5, 2024 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income
Fixed Income Perspectives — November 2024
November 13, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Responsible Investing
Jewish Values Investing
Retirement
Sage Cash Balance Performance Commentary 3Q24
October 29, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
ESG Solutions
3Q24 ESG Intermediate Term Characteristics and Commentary
ESG Solutions
3Q24 ESG Enhanced Cash Management Characteristics and Commentary
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