Municipal Fixed Income Investment Strategy, August 2024
August 9, 2024 — Sage provides an outlook for the municipal market, including our sector views and positioning and the key themes we are following.. . . .
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Global Sustainability Spotlight: The Future of Commercial Aviation
August 9, 2024 — This week we’re exploring the commercial aviation industry. Although the industry is responsible for only a small percentage of global emissions,. . . .
Market Focus Shifts to Fears of an Economic Contraction
August 5, 2024 — Until recently, the prevailing market narrative since October was that the Fed was in a “pivot” to eventual rate cuts given. . . .
Tactical Investment Strategy — August 2024
August 2, 2024 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Asset Allocation Perspectives 2H Outlook
August 1, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
The Evolution of the Corporate Bond Market
July 29, 2024 — Over the past 20 years, the corporate bond market has experienced a significant evolution driven by economic cycles, regulatory shifts, and. . . .
Asset Liability Monitor 2Q24
July 25, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Sage Cash Balance Performance Commentary 2Q24
July 24, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.