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.
Fixed Income
Moderate Term Strategy Profile 2Q24
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over a short term 1-5 year. . . .
Fixed Income
Short Term Strategy Profile 2Q24
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over a short term 1-3 year. . . .
Retirement
Sage Cash Balance Performance Commentary 2Q24
July 24, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Retirement
Sage Cash Balance CITs Performance Commentary 2Q24
July 24, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.
Tactical ETF
Income ETF Model Portfolios: Performance Commentary 2Q24
July 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Model Portfolios in the second. . . .
Tactical ETF
ESG ETF Model Portfolios: Performance Commentary 2Q24
July 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Model Portfolios in the second. . . .
Tactical ETF
Tactical ETF Model Portfolios: Performance Commentary 2Q24
July 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ETF Model Portfolios in the second quarter.
Fixed Income
Fixed Income Perspectives — July 2024
July 19, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, July 2024
July 17, 2024 — Sage provides an outlook for the municipal market in the second half of 2024, including our sector views and positioning and. . . .