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
Fixed Income Perspectives — June 2024
June 24, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — June 2024
June 12, 2024 —┬áThis presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
Fixed Income Investment Strategy — June 2024
June 4, 2024 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Navigating the current macro environment. . . .
 
Sage Company Overview – June 2024
Sage was founded in 1996 by Robert G. Smith, III and Mark C. MacQueen. Prior to forming Sage, Bob and Mark both spent many years. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — May 2024
May 8, 2024 — 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 2024
May 8, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Retirement
Asset Liability Monitor 1Q24
April 30, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Municipal Fixed Income
Tax Exempt Fixed Income Overview
Fixed Income
Taxable Fixed Income Overview