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
2Q25 Enhanced Cash Management Characteristics and Commentary
Fixed Income
Fixed Income Perspectives — July 2025
July 10, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Asset Allocation
Global Asset Allocation Strategy — July 2025
July 10, 2025 — Global Asset Allocation Strategy provides an overview of key economic and policy themes and how Sage is positioned in the current. . . .
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. . . .
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. . . .
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. . . .
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