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 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. . . .
Asset Allocation
Core Municipal Strategy Profile 1Q25
The Sage Core Plus Municipal ETF Strategy seeks to provide broad market diversification, excess yield and consistent risk-adjusted investment returns relative to the Bloomberg Municipal. . . .
Responsible Investing
Climate Impact Report: Sustainable Enhanced Cash Management Strategy
Fixed Income
Fixed Income Investment Strategy — April 2025
April 24, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Extreme rate volatility and inconsistent. . . .
Retirement
Asset Liability Monitor 1Q25
April 23, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .