In Our Industry,

Perspective Matters

So does trust. And transparency. At Sage, we value the development of client relationships just as much as the development of sound investment strategies. Personalizing business is just how we do things in Austin. Pairing strategy with sincerity. Performance with partnership. That’s the Sage perspective. And one you won’t find anywhere else.

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What’s in a name?

When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sage’s name came to be.

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The Sage Sustainable 50:

An Annual Ranking of the Most Sustainable Corporate Debt Issuers

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2023 Annual Sustainability Report

Sage’s 2023 Sustainability Report provides an in-depth look at our company’s unwavering commitment to sustainability. The report illustrates our dedication to responsible business practices that support our efforts to create a positive impact across our operations and beyond.

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Sage's LinkedIn Weekly Fixed Income Market Commentary

Notes From the Desk

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

Sage Eats: Memorial Day 2024

May 23, 2024 — In our fifth annual Memorial Day “Sage Eats” video, Michael Walton, Jessica Hernandez, and Nick Barnard prepare a delicious spread on. . . .

All Aboard the MBS Train

May 20, 2024 — The agency MBS sector has emerged as one of the best relative valuation opportunities in the fixed income market over the. . . .

Global Sustainability Spotlight: News & Views

May 16, 2024 — Sage’s Senior Research Analyst Andy Poreda provides insight on the top sustainability news stories of the week. Included in this week’s. . . .

Weakening Data Signals a Downward Shift in Interest Rates

May 16, 2024 — After rising in response to better than expected economic data through the first 4 months of the year, bond yields reversed. . . .

All Eyes on Inflation this Week

May 13, 2024 — The Bureau of Labor Statistics will release April CPI data on Wednesday. Consensus calls for an increase of 0.3% in core. . . .

Once Destined for the Muni Graveyard, Historically Challenged Issuers Come Back to Life

May 7, 2024 — The following three issuers, all of which are Sage holdings, have undergone significant fundamental turnarounds.

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