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.
Tactical ETF
ESG ETF Model Portfolios: Performance Commentary 4Q23
January 14, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Model Portfolios in the fourth. . . .
Municipal Fixed Income
Municipal Fixed Income Investment Strategy January 2024
January 12, 2024 — Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates our municipal fixed. . . .
Fixed Income
Fixed Income Perspectives — January 2024
January 11, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — January 2024
January 11, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
The Market Environment for Short-Term Investors
January 11, 2024 — A significant amount of assets — $6 trillion — are currently parked in money market funds. With the Fed expected to. . . .
Tactical ETF
Asset Allocation Perspectives 2024 Outlook
January 10, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
Sage Advice 4Q23 Market Review + Outlook
January 10, 2024 — Strong economic momentum in the back half of 2023 and expectations of a Fed pivot have provided an optimistic tone to. . . .
ESG Solutions
Impact Bond Strategy Profile 4Q23
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Municipal Fixed Income
Core Municipal Strategy Profile 4Q23
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate to. . . .