The Path Forward After the Tariff Shock
April 7, 2025 — Last week President Trump announced tariffs on nearly all US trading partners, a move that far exceeded the most pessimistic expectations. . . .
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Unpacking Uncertainty
March 31, 2025 — In recent weeks, market volatility has surged, driven by uncertainty surrounding the growth picture and Washington’s economic policy, particularly tariffs and. . . .
Global Asset Allocation Strategy — March 2025
March 19, 2025 — Global Asset Allocation Strategy provides an overview of key economic and policy themes and how Sage is positioned in the current. . . .
Peering Under the Hood of Auto and Credit Card ABS
March 17, 2025 — In previous Notes, we have explored asset-backed securities (ABS) backed by data centers and critical AI infrastructure. In this week’s edition,. . . .
The US Consumer’s Economic Test
March 10, 2025 — In the aftermath of the pandemic, the resilience of the US consumer has been a cornerstone of the economic recovery. Despite. . . .
Growth Concerns Shift Stock and Bond Correlation
March 4, 2025 — In recent weeks, markets have faced significant changes due to evolving economic data and the Trump Administration’s policies. After the November. . . .
Fixed Income Perspectives — March 2025
March 3, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Municipal Fixed Income Perspectives — February 2025
February 25, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .