Asset Liability Monitor 1Q25
April 23, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment. In addition to reviewing changes to key bond market and pension metrics, we provide a historical perspective on the asset vs. liability performance and the health of corporate pension plans over time.
Featured Insights
Fixed Income
Sage Advice 1Q25 Market Review + Outlook
April 22, 2025 -- Signs of consumer fatigue, sticky inflation, and aggressive government job cuts were already beginning to erode sentiment and prompt lower consensus . . .
Fixed Income
Balancing Treasury Market Stability and Systemic Risk
April 21, 2025 -- In an interview last week Treasury Secretary Scott Bessent, who has been vocal about his desire to lower the 10-year rate, mentioned what he sees as the...
Fixed Income
Fixed Income Perspectives — April 2025
April 11, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.