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
Sage Income ETF Performance Commentary 4Q20
This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the fourth quarter.
Tactical ETF
Tactical ETF Performance Commentary 4Q20
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter.
Municipal Fixed Income
Municipal 4Q20 Market Review & Outlook
Despite the dire predictions of massive municipal budget deficits in 2020, only a few areas of the municipal market experienced fiscal challenges that required additional. . . .
Fixed Income
Taxable 4Q20 Market Review & Outlook
As we turn our attention, finally, toward 2021 we note that not only has the macro landscape changed dramatically over the past year, but it. . . .
Tactical ETF
Tactical ETF 4Q20 Market Review & Outlook
January 26, 2021 — As we turn our attention, finally, toward 2021 we note that not only has the macro landscape changed dramatically over the. . . .
Cash Balance
Cash Balance Strategy Monitor December 31, 2020
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. . . .
Fixed Income
2021 First Half Outlook & Positioning
Going into 2021, Sage is positioned for upside given continued positive economic momentum, accommodative monetary policy, a forthcoming fiscal stimulus package, and vaccine rollouts. In. . . .
Tactical ETF
Tactical Investment Strategy, December 2020
For the first half of 2021, we believe a continued economic recovery, supportive policy efforts, and a vaccine-related normalization in activity should drive further upside. . . .
Cash Balance
Cash Balance Strategy Monitor November 30, 2020
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. . . .
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