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.
Responsible Investing
Christian Values Investing — Balancing Faith & Finance
Christian Values Investing in the United States has a rich history that intertwines deeply with broader religious movements and the evolution of social justice initiatives. . . .
Fixed Income
Fixed Income Perspectives — October 2024
October 4, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
Fixed Income Return Grids
The following scenarios illustrate what returns could look like for various bond indices over the next 12 months given interest rate and credit spread moves.
Municipal Fixed Income
Municipal Fixed Income Perspectives — September 2024
September 11, 2024 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income
Fixed Income Investment Strategy — August 2024
September 5, 2024 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Any outlook discussion still starts. . . .
Sage Company Overview – September 2024
Sage was founded in 1996 by Robert G. Smith, III and Mark C. MacQueen. Prior to forming Sage, Bob and Mark both spent many years. . . .
Tactical ETF
Tactical ETF Overview
View our Tactical ETF Overview to learn more about our ETF strategies.