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 — 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. . . .
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.
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. . . .
Retirement
Asset Liability Monitor 3Q24
October 21, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .