Commentaries

Our commitment to delivering thoughtful research and insights has a pragmatic purpose. The more a client knows, the more he or she can stay on plan during volatile and uncertain market environments.

Fixed Income
Sage Advice 2Q25 Market Review + Outlook
July 8, 2025 — The second quarter packed a year’s worth of macroeconomic developments into just three months, with the standout theme being a tariff-driven. . . .
Fixed Income
Taxable Fixed Income Overview
Municipal Fixed Income
Municipal Fixed Income Perspectives — June 2025
June 12, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Municipal Fixed Income
Tax Exempt Fixed Income Overview
Fixed Income
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. . . .
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. Market Outlook Bond markets have come under. . . .
Municipal Fixed Income
State Customization and Tax Equivalent Yield Brochure
May 13, 2025  — When evaluating an investment in a tax-exempt security, like a municipal bond, investors might overlook that its yield isn’t directly comparable. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — May 2025
May 7, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income
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. . . .