Fixed Income Perspectives — April 2024
April 11, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
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Insuring Tomorrow: An Interview with JD Colbert, Co-Founder of SIANN
This podcast episode from “Insuring Tomorrow” features Greg Cobb, Director of Insurance Solutions at Sage Advisory Services, and JD Colbert, Co-Founder of the Sovereign Insurance. . . .
Labor Underpins Economic Expansion Despite Concentration
April 8, 2024 — The headline payroll growth for March exceeded all estimates, with nonfarm payrolls growing by 303k on the month, above a strong. . . .
First Quarter Scoreboard and Themes
April 1, 2024 — Strong economic data coupled with a Fed that has largely minimized its inflation fighting stance has resulted in a solid start. . . .
Fixed Income Volatility Reverting to Pre-Hike Levels
March 27, 2024 — Strong economic data, particularly inflation readings that have been stickier than expected, resulted in a shift higher in the path of. . . .
The Sage ESG Top 5 — March 27, 2024
March 27, 2024 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Megacities Plagued by Commercial Real Estate Challenges
March 25, 2024 — Numerous “megacities” rely heavily on commercial real estate property tax revenue at a time when the CRE market is on the precipice. . . .
The Great Escape (From Negative Rates)
March 25, 2024 — Just as the Bank of Japan finally joined in on hiking policy rates, it’s found itself alone at the party. In. . . .