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
Sage Advice Taxable Quarterly Market Review 3Q2020
For income-oriented investors, it has been a banner year, as yields fell in response to the global pandemic and spreads have fully recovered from March. . . .
Cash Balance
Cash Balance Strategy Monitor September 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. . . .
Tactical ETF
Asset Allocation Perspectives — October 2020
The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is positioned in the current environment.
Tactical ETF
Asset Allocation Perspectives — Elections & Market Implications
This brief report details how the markets are likely to respond to various elections scenarios. It explains the impact of Covid-19 cases on polling, how. . . .
Tactical ETF
Tactical Investment Strategy, October 2020
While markets experienced a rocky September following a very strong August, evidence points to further economic recovery and upside in risk assets. Data should remain. . . .
Tactical ETF
Asset Allocation Perspectives October 2020
Retirement
Sage Cash Balance Plan Strategies
Our strategies are managed to meet the specific objectives of a Cash Balance Plan, including principal protection, common interest crediting rate targets, and investment time. . . .
Tactical ETF
Tactical Investment Strategy August 2020
Despite the ongoing congressional impasse over a Phase 4 fiscal package, risk assets continue to move higher on positive data and supportive policy. Our thesis. . . .
Cash Balance
Cash Balance Strategy Monitor July 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. . . .
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