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 ETF 4Q22 Market Review & Outlook
January 10, 2023 — Our outlook is for the global economy to bend but not break, with low but positive growth in the 1% to. . . .
Fixed Income
Fixed Income 4Q22 Market Review & Outlook
January 10, 2023 — While the fourth quarter brought encouraging news on the inflation front and optimism for a monetary policy pivot in 2023, it. . . .
Municipal Fixed Income
Municipal Fixed Income 4Q22 Market Review & Outlook
January 10, 2023 — From an investment return standpoint, almost everyone was happy to see 2022 end. The municipal market was no exception; however, municipal. . . .
 
Enhanced Cash Management Overview
Fixed Income
4Q22 Short Term Characteristics and Commentary
Fixed Income
4Q22 Intermediate Term Characteristics and Commentary
Fixed Income
4Q22 Core G/C Characteristics and Commentary
ESG Solutions
Impact Bond Strategy Profile 4Q22
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Municipal Fixed Income
Core Municipal Strategy Profile 4Q22
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate to. . . .