Fixed Income Perspectives — June 2025

June 9, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.

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Fixed Income

Fixed Income Investment Strategy — June 2025

June 2, 2025 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.

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Fixed Income

Q2 GDP Set to Soar—Thanks to This Trade Twist

June 9, 2025 -- A surge in imports ahead of potential tariffs distorted Q1 GDP, making the economy appear weaker than it is. Now, with trade flows reversing and inventories...

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Fixed Income

A Reality Check on GSE Privatization

June 4, 2025 -- Recently, there has been a renewed push from policymakers in Washington to explore the privatization of the government-sponsored enterprises (GSEs) Fannie Mae...

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