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 Perspectives February 2019
A decelerating global economy is likely to persist, and central bank balance sheet reductions is a continued headwind to expansion. Given January’s rally, we have selectively. . . .
Tactical ETF
Tactical Investment Strategy February 2019
With equities and spread sectors recovering most of what was lost in the fourth quarter, we have become more cautious in our asset allocation view. In. . . .
Tactical ETF
Asset Allocation Perspectives February 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
 
Asset Allocation Perspectives Performance Through Shifting Market Environments
ESG Solutions
Sage ESG Intermediate Credit Index — January 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).
ESG Solutions
Sage ESG Intermediate Credit Index December 2018
ESG Solutions
The Sage ESG Impact Report
This report highlights the Environmental, Social, and Governance impact our Portfolio* has versus the benchmark* in 9 of the 17 United Nations Sustainable Development Goals. . . .
Tactical ETF
Tactical Investment Strategy January 2019
Risk markets face a decidedly more challenging backdrop in 2019, with increasing macro risks and no backstop in the form of fiscal stimulus or extraordinary. . . .
Tactical ETF
Tactical ETF Performance Commentary 4Q18
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter. Within our equity allocation,. . . .