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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. . . .
Q2 GDP Set to Soar—Thanks to This Trade Twist
June 9, 2025 — A surge in imports ahead of potential tariffs distorted Q1 GDP, making the economy appear weaker than it is. Now, with. . . .
A Reality Check on GSE Privatization
June 4, 2025 — Recently, there has been a renewed push from policymakers in Washington to explore the privatization of the government-sponsored enterprises (GSEs) Fannie. . . .
Jewish Values-Based Investing: Creating a Framework for Success
June 4, 2025 — Jewish Values-Based Investing (JVBI) is an approach that aligns financial decisions with the ethical and moral principles rooted in Jewish teachings,. . . .
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. . . .
MBS Opportunities Amid Quiet Housing Market
June 2, 2025 — The US housing market remains in a state of inertia. Despite the arrival of the spring selling season, both new and. . . .
Responsible Investing Compendium
May 22, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .