Lower Rates, Steeper Curves: What It Means for Fixed Income Strategy

August 21, 2025 — The fixed income landscape is setting up for a potentially rewarding environment in the second half — but timing and positioning will be key.

  • DATE: August 21, 2025
  • TYPE: PDF
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Fixed Income

Fixed Income Perspectives — August 2025

August 7, 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

The Quiet Force Behind Economic Growth: Federal Spending’s Shifting Role

August 18, 2025 -- One of the most important but often overlooked macroeconomic shifts in recent years is the changing role of federal government spending in driving the real...

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Fixed Income

Q2 Earnings Unpacked: Where Momentum Builds and Risks Rise

August 13, 2025 -- The Q2 2025 earnings season delivered a complex but revealing snapshot of corporate performance across sectors, . . .

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