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.

Tactical ETF
Asset Allocation Perspectives — April 2021
April 19, 2021 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the. . . .
Retirement
Asset Liability Quarterly Monitor 1Q21
April 15, 2021 — Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term. . . .
ESG Solutions
ESG ETF Performance Commentary 1Q21
April 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the first quarter.
Tactical ETF
Sage Income ETF Performance Commentary 1Q21
April 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter.
Tactical ETF
Tactical ETF Performance Commentary 1Q21
April 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.
Municipal Fixed Income
Municipal 1Q21 Market Review & Outlook
April 14, 2021 — For the first quarter of 2021, the municipal market experienced another sell-off, but instead of economic panic, it was due to. . . .
Fixed Income
Fixed Income Perspectives — April 2021
April 13, 2021 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Fixed Income
Taxable 1Q21 Market Review & Outlook
April 13, 2021 — Fixed income had a rough opening quarter to start the year, and while we expect the recovery to keep upward pressure. . . .
Tactical ETF
Tactical ETF 1Q21 Market Review & Outlook
April 13, 2021 — Heading into the second quarter, the macro picture continues to be supportive for risk assets; additional stimulus, increased vaccine distribution, and. . . .