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
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
 
Customized Laddered Municipal Strategy Overview
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 Enhanced Cash Management Characteristics and Commentary
ESG Solutions
3Q24 ESG Short Term Characteristics and Commentary
Tactical ETF
Tactical Investment Strategy — October 2024
October 21, 2024 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
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