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
Cash Balance Strategy Monitor January 2022
February 17, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Fixed Income
Fixed Income Perspectives — February 2022
February 16, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Retirement
Multiemployer DB Plan Case Study — Special Financial Assistance
February 11, 2022 — This case study outlines an ideal approach to funding a multiemployer pension plan while complying with ARPA’s Special Financial Assistance Program. . . .
Fixed Income
Rates, Returns & Allocations — Fixed Income Perspectives
February 1, 2022 — The Fed has embarked on an accelerated tapering schedule that is predicted to end by March 2022 and be followed by. . . .
Cash Balance
Cash Balance Performance Commentary 4Q21
January 27, 2022 — By the numbers, 2021 was a strong year for diversified investors, especially those more geared toward risk assets. However, there were. . . .
Cash Balance
Cash Balance KIS Performance Commentary 4Q21
January 27, 2022 — By the numbers, 2021 was a strong year for diversified investors, especially those more geared toward risk assets. However, there were. . . .
Cash Balance
Cash Balance Strategy Monitor December 2021
January 27, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Retirement
Asset Liability Quarterly Monitor 4Q21
January 26, 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
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. . . .