Tactical Investment Strategy — February 2023
February 15, 2023 — We continue to view the risk/reward for fixed income as favorable. In the near-term, rates could come under renewed pressure as markets wrestle with the timing of a Fed pause. Additionally, credit and higher-risk fixed income sectors are also vulnerable given a challenging macro backdrop. Our game plan is to stay defensive within the fixed income allocation and hold more fixed income relative to risk assets given return expectations and increased flows.
The Sage ESG 50: An Annual Ranking of the Most Sustainable US Corporate Bond Issuers
February 7, 2023 -- The consideration of ESG issues has become an essential component for investors to both manage risk and identify . . .
2022 Sustainability Report
January 24, 2023 -- Sage’s 2022 Sustainability Report provides an in-depth look at our company’s ongoing commitment to sustainability. The report illustrates our . . .
Party City — Is the Party Over for the US Consumer?
January 18, 2023 -- Party City, a popular retailer of party supplies and decorations, has filed for bankruptcy. While Sage was not involved in Party City bonds . . .