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
Sage Cash Balance CITs – Market Monitor September 2022
October 12, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
Municipal Fixed Income
Municipal Fixed Income 3Q22 Market Review & Outlook
October 10, 2022 — The municipal market has been playing an extreme game of give and take. For those invested in municipal bonds, the take. . . .
ESG Solutions
ESG ETF Performance Commentary 3Q22
October 10, 2022 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the third quarter.
Tactical ETF
Income ETF Strategies Performance Commentary 3Q22
October 10, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the third quarter.
Tactical ETF
Tactical ETF Performance Commentary 3Q22
October 10, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.
Fixed Income
Fixed Income 3Q22 Market Review & Outlook
October 5, 2022 — While most of the story has been negative for fixed income investors in 2022, higher yield levels and a Fed approaching. . . .
Tactical ETF
Tactical ETF 3Q22 Market Review & Outlook
October 5, 2022 — While the Fed has made it clear that its priority is inflation, our base case is that weaker growth trends, global. . . .
Tactical ETF
Tactical Investment Strategy, October 2022
October 5, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Fixed Income
3Q22 Short Term Characteristics and Commentary