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.
Municipal Fixed Income
Municipal Fixed Income Perspectives — June 2025
June 12, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income
Fixed Income Perspectives — June 2025
June 9, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
Fixed Income Investment Strategy — June 2025
June 2, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Bond markets have come under. . . .
Municipal Fixed Income
State Customization and Tax Equivalent Yield Brochure
May 13, 2025 — When evaluating an investment in a tax-exempt security, like a municipal bond, investors might overlook that its yield isn’t directly comparable. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — May 2025
May 7, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income
Fixed Income Perspectives — May 2025
May 5, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Asset Allocation
Global Asset Allocation Strategy — May 2025
May 5, 2025 — Global Asset Allocation Strategy provides an overview of key economic and policy themes and how Sage is positioned in the current. . . .
Asset Allocation
Income Solutions Brochure
April 29, 2025 — Sage’s Income Solutions are designed to deliver high yield in a diversified allocation with an emphasis on managing volatility and downside. . . .
Responsible Investing
Sustainable Conservative ETF Strategy Profile 1Q25
Sage offers a suite of sustainable investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.