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
Fixed Income Investment Strategy — July 2025
July 17, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Markets have weathered a year’s. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, July 2025
July 16, 2025 — Sage provides an outlook for the municipal market, including our sector views and positioning. Key Takeaways Economic and Policy Landscape: Despite. . . .
Retirement
Asset Liability Monitor 2Q25
July 16, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Asset Allocation
Sustainable Asset Allocation ETF Performance Commentary 2Q25
July 16, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Sustainable Asset Allocation ETF Strategies in the. . . .
Asset Allocation
Sage Income ETF Performance Commentary 2Q25
July 16, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.