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 Institutional Solutions
July 1, 2021 — This brochure outlines Sage’s fixed income approach and the benefits we provide to our institutional clients.
Tactical ETF
Tactical Investment Strategy, June 2021
June 9, 2021 — We continue to see further upside for risk assets in the second half of 2021. Our base case includes strong growth. . . .
Cash Balance
Cash Balance Strategy Monitor May 2021
June 9, 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 Income Solutions Brochure 1Q21
May 13, 2021 — Most clients who seek high current income are typically at the stage of their investment life where they also need relative. . . .
Cash Balance
Cash Balance Strategy Monitor April 2021
May 7, 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, May 2021
May 7, 2021 — The second quarter got off to a fast start with strong economic momentum and earnings. This pushed global equities 4.2% higher. . . .
Cash Balance
Cash Balance Performance Commentary 1Q21
April 23, 2021 — The economic recovery gained steam in the first quarter as vaccine distribution expanded in the U.S. and Congress approved two rounds. . . .
Tactical ETF
Tactical Investment Strategy, April 2021
April 23, 2021 — The second quarter brings a rosy economic picture, with double-digit GDP growth expected as reopening activity meets swelling consumer wallets. The. . . .