2024 Captive International US Awards
2024 Annual
ETF Stewardship Report
Read MoreIn Our Industry,
Perspective Matters
SEE FOR YOURSELFWhatโs in a name?
LISTEN HEREAnnual Sustainability Report
Read MoreOur 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
Three Questions for 2025
December 9, 2024 — Fixed income markets face key questions that will shape their direction in the year ahead. Could the disinflationary trend of recent. . . .
‘Tis The Season for Corporate Credit
December 2, 2024 — The combination of an economic expansion, an easing Federal Reserve, and expectations of expansionary fiscal policyย have propelled corporate bond spreads to. . . .
Responsible Investing Compendium
December 1, 2024 — The following is a comprehensive list of Sageโs research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Guide to Bond Portfolio Expectations
November 30, 2024 — There are a few key mechanics to understand when investing in bonds. When purchasing a bond on the secondary market, two. . . .
What SLOOS Tells Us About Credit and the Economy
November 18, 2024 — A Republican-controlled government should result in less regulation of the banking sector, potentially loosening rules and easing credit availability. Meanwhile, the. . . .
The Dash from Cash
November 15, 2024 — With the Federal Reserve well into its rate-cutting regime, the landscape for money market funds is changing. These safe, liquid assets. . . .
Subscribe to our insights.
SUBSCRIBE