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 1Q25 Market Review + Outlook
April 22, 2025 — Signs of consumer fatigue, sticky inflation, and aggressive government job cuts were already beginning to erode sentiment and prompt lower consensus. . . .
Asset Allocation
Sage Income ETF Performance Commentary 1Q25
April 17, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter.
Asset Allocation
Sustainable Asset Allocation ETF Performance Commentary 1Q25
April 17, 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
Global Asset Allocation ETF Performance Commentary 1Q25
April 17, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Global Asset Allocation ETF Strategies in the. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy, April 2025
April 15, 2025 — Sage provides an outlook for the municipal market, including our sector views and positioning.
Municipal Fixed Income
Municipal Fixed Income Perspectives — April 2025
April 15, 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 — April 2025
April 11, 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 — March 2025
March 19, 2025 — Global Asset Allocation Strategy provides an overview of key economic and policy themes and how Sage is positioned in the current. . . .
Fixed Income
Fixed Income Perspectives — March 2025
March 3, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
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