October 10, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.

October 5, 2022 — While the Fed has made it clear that its priority is inflation, our base case is that weaker growth trends, global risk factors, and peaking inflation will allow the Fed to pause by year-end in the 4.25% to 4.5% range. From an asset allocation perspective, conditions are not favorable for risk assets or fixed income heading into the final quarter. As such, we remain overall defensive on rates and light on credit, and in equities, we’re overweight the US and tilted toward more high-quality market segments.

October 5, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.

September 19, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.

August 16, 2022 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.

July 21, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.

July 20, 2022 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.

July 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.

July 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the second quarter.

July 14, 2022 — Looking into the back half, equities face elevated downside risks, including a high probability of a recession; the Fed continuing to hike aggressively the next few meetings; and a lot of uncertainty, including the war in Ukraine and the possibility of another Covid wave. It would be easy to focus on these negatives and extrapolate deeper negative returns, but we also see a couple of positive elements vs. the first half.