Fixed Income Perspectives — May 2025

May 5, 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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Asset Allocation

Global Asset Allocation Strategy — May 2025

May 5, 2025 -- Global Asset Allocation Strategy provides an overview of key economic and policy themes and how Sage is positioned in the current market environment.

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Fixed Income

The Ripple Effects of the US/China Trade Embargo

April 29, 2025 -- In an interview last week, Treasury Secretary Scott Bessent characterized the trade situation with China as "unsustainable," pointing to possible relief...

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Fixed Income

Fixed Income Investment Strategy — April 2025

April 24, 2025 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.

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