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.
Fixed Income
Fixed Income 1Q23 Market Review & Outlook
April 2023 — Despite the volatility of the past month and pressure on spreads, the medium-term outlook for fixed income remains highly favorable. Attractive yield. . . .
Fixed Income
Fixed Income Perspectives — March 2023
March 16, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Tactical ETF
Tactical Investment Strategy — March 2023
March 13, 2023 — Risk and rates markets remain captives of shifting Fed policy expectations, which have become more hawkish over the last month due. . . .
Tactical ETF
Tactical ETF Strategies Brochure
Our tactical ETF offerings range from 100% fixed income to 100% equity, including a series of target risk and target date asset allocation strategies. While. . . .
Fixed Income
Fixed Income Perspectives Video — February 2023
February 21, 2023 — In this video, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Fixed Income
Fixed Income Perspectives — February 2023
February 16, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Tactical ETF
Tactical Investment Strategy — February 2023
February 15, 2023 — We continue to view the risk/reward for fixed income as favorable. In the near-term, rates could come under renewed pressure as. . . .
Retirement
Sage Cash Balance Performance Commentary 4Q22
January 30, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Tactical ETF
Income ETF Strategies Performance Commentary 4Q22
January 20, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the fourth quarter.