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
Tactical Investment Strategy, January 2022
January 24, 2022 — For 2022, we expect the Fed’s policy transition to be the dominant macro factor, driving rates moderately higher, limiting fixed income. . . .
Tactical ETF
Tactical ETF Performance Commentary 4Q21
January 21, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter.
Tactical ETF
Income ETF Performance Commentary 4Q21
January 21, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the fourth quarter.
Tactical ETF
ESG ETF Performance Commentary 4Q21
January 21, 2022 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the fourth quarter.
Fixed Income
Fixed Income Perspectives — January 2022
January 18, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Municipal Fixed Income
Municipal 4Q21 Market Review & Outlook
January 18, 2022 — The technical environment continues to support yields and spreads as mutual fund inflows totaled approximately $8.0 billion for the quarter and. . . .
Fixed Income
Taxable Fixed Income 4Q21 Market Review & Outlook
January 18, 2022 — For fixed income investors, a taper-then-hiking cycle does not create the best return environment, but we also don’t expect deeply negative. . . .
Tactical ETF
Tactical ETF 4Q21 Market Review & Outlook
January 18, 2022 — Robust growth and high inflation will support the more aggressive monetary policy path, which now includes a rapid tapering of QE. . . .
Cash Balance
Cash Balance Strategy Monitor November 2021
December 15, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .