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.
Responsible Investing
Impact Bond Strategy Profile 4Q24
Sage offers a suite of sustainable investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Responsible Investing
Impact Bond Strategy Overview
January 28, 2025 — This presentation provides an overview of the Impact Bond landscape and portfolio characteristics for Sage’s Impact Bond Strategy.
Retirement
Asset Liability Monitor 4Q24
January 22, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Tactical ETF
Tactical Investment Strategy — January 2025
January 21, 2025 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Fixed Income
Fixed Income Investment Strategy — January 2025
January 17, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Although recalibrating risks and adjusting. . . .
Tactical ETF
Sage Income ETF Performance Commentary 4Q24
January 17, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the fourth quarter.