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 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. . . .
Tactical ETF
Inflation Outlook February 2021
February 24, 2021 — This presentation illustrates how rising inflation and inflation expectations affect bonds yields, the Fed’s inflation target, and how Sage is positioned. . . .