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.
ESG Solutions
ESG ETF Performance Commentary 1Q21
April 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the first quarter.
Tactical ETF
Sage Income ETF Performance Commentary 1Q21
April 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter.
Tactical ETF
Tactical ETF Performance Commentary 1Q21
April 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.
Municipal Fixed Income
Municipal 1Q21 Market Review & Outlook
April 14, 2021 — For the first quarter of 2021, the municipal market experienced another sell-off, but instead of economic panic, it was due to. . . .
Fixed Income
Taxable 1Q21 Market Review & Outlook
April 13, 2021 — Fixed income had a rough opening quarter to start the year, and while we expect the recovery to keep upward pressure. . . .
Tactical ETF
Tactical ETF 1Q21 Market Review & Outlook
April 13, 2021 — Heading into the second quarter, the macro picture continues to be supportive for risk assets; additional stimulus, increased vaccine distribution, and. . . .
Cash Balance
Cash Balance Strategy Monitor March 2021
April 8, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Tactical ETF
Tactical Investment Strategy, March 2021
March 17, 2021 — As Covid-19 cases decline and economies reopen, the anticipation of continued economic growth and a renewed boost in consumption has caused. . . .
Cash Balance
Cash Balance Strategy Monitor February 2021
March 5, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .