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.

Retirement
Asset Liability Quarterly Monitor 1Q22
April 22, 2022 — Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term. . . .
Tactical ETF
Asset Allocation Perspectives, April 2022
April 20, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
Cash Balance
Cash Balance Strategy Monitor March 2022
April 18, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Tactical ETF
Tactical ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.
Tactical ETF
Income ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter.
Tactical ETF
ESG ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the first quarter.
Fixed Income
Fixed Income Perspectives — April 2022
April 14, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Municipal Fixed Income
Municipal Fixed Income 1Q22 Market Review & Outlook
April 13, 2022 — What a difference a quarter can make. The municipal market did a complete 180-degree turn from a technical environment and valuation. . . .
Fixed Income
Taxable Fixed Income 1Q22 Market Review & Outlook
April 8, 2022 — Fixed income suffered a historically poor quarter, with the Bloomberg Aggregate Bond Index recording the worst quarterly return since the third. . . .