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Our focus? Our clients.
One of the best assets you can invest in is valuable relationships. For us, that's the relationships we build with our advisors, consultants and clients. Since 1996, we've crafted smart investment strategies centered on risk management and delivered through transparent communication. In this way, we responsibly guide our partners toward tailored, innovative investment solutions.
Our Insights
Consumer Strength Anchors Bank Earnings
October 20, 2025 — US banks delivered robust earnings this quarter, driven by continued expansion in net interest income and strong fee revenues. Although isolated events. . . .
Hiring Hits a Wall: Private Labor Data Flags Economic Softness
October 13, 2025 — In a world that clings to every labor data release for clues about potential shifts in monetary policy, the absence of. . . .
Corporate Bond Supply: A Non-Issue for Spreads?
October 6, 2025 — Following the tariff disruptions in April, improving financial conditions have supported asset markets and spurred corporate interest in public debt financing.. . . .
Responsible Investing Compendium
October 5, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Steady Growth, Shifting Yields — Fixed Income Outlook in 5 Charts
October 2, 2025 — Despite a brief import-driven dip in Q1, the US economy continues to expand at a moderate pace, supported by resilient consumer. . . .
Stuck in the Middle
September 29, 2025 — The August PCE inflation report confirmed that price pressures remain stuck in a holding pattern. Headline PCE rose 0.26% month-over-month and. . . .
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