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
Tactical ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter.
Tactical ETF
Income ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter.
Tactical ETF
ESG ETF Performance Commentary 1Q22
April 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the first quarter.
Fixed Income
Fixed Income Perspectives — April 2022
April 14, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Municipal Fixed Income
Municipal Fixed Income 1Q22 Market Review & Outlook
April 13, 2022 — What a difference a quarter can make. The municipal market did a complete 180-degree turn from a technical environment and valuation. . . .
Fixed Income
Taxable Fixed Income 1Q22 Market Review & Outlook
April 8, 2022 — Fixed income suffered a historically poor quarter, with the Bloomberg Aggregate Bond Index recording the worst quarterly return since the third. . . .
Tactical ETF
Tactical ETF 1Q22 Market Review & Outlook
April 8, 2022 — Risk assets overall remained surprisingly resilient during Q1. Going into Q2, further resilience depends on the Russia-Ukraine war not worsening, expected. . . .
Fixed Income
Fixed Income Perspectives — March 2022
March 24, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Cash Balance
Cash Balance Strategy Monitor February 2022
March 22, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .