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 September 2019
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
Tactical ETF
Tactical Investment Strategy September 2019
Our macro view is that global growth will continue to moderate, with weakness emanating from core Europe and EM, where negative trade sentiment is most. . . .
ESG Solutions
Sage ESG Intermediate Credit Index — August 2019
This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).
Tactical ETF
Asset Allocation Perspectives September 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Fixed Income
Fixed Income Perspectives September 2019
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Insurance
Sage Insurance Solutions 2Q19
We view each insurance relationship as truly unique, more collaborative in nature and in the end, as a true “strategic partnership” in pursuit of more. . . .
ESG Solutions
Sage ESG Intermediate Credit Index — July 2019
This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).
Tactical ETF
Asset Allocation Perspectives August 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Fixed Income
Fixed Income Perspectives August 2019
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
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