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.

Cash Balance
Cash Balance Strategy Monitor January 2021
February 9, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Fixed Income
Beyond the Recovery Trade
February 3, 2021 — In this video, Sage Director of Research Rob Williams discusses the key drivers for markets and fixed income returns in 2021.
Fixed Income
Q1 2021 Fixed Income Outlook
February 2, 2021 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Tactical ETF
Asset Allocation Perspectives
February 2, 2021 — Director of Research Rob Williams discusses Sage’s outlook for the first quarter and key positioning themes.
Retirement
Asset Liability Quarterly Monitor 4Q20
Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term structure of the plan’s. . . .
ESG Solutions
ESG Credit Fixed Income Strategy Profile 4Q20
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Municipal Fixed Income
Core Municipal Strategy Profile 4Q20
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate to. . . .
Municipal Fixed Income
Intermediate Term Municipal Strategy Profile 4Q20
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate investment. . . .
Municipal Fixed Income
Moderate Term Municipal Strategy Profile 4Q20
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over a short to. . . .