The Time Has Come
August 26, 2024 — Last week Fed Chair Jerome Powell made his long-awaited remarks at the Fed’s annual Jackson Hole Economic Symposium, where he solidified. . . .
August 26, 2024 — Last week Fed Chair Jerome Powell made his long-awaited remarks at the Fed’s annual Jackson Hole Economic Symposium, where he solidified. . . .
August 23, 2024 — Consultants and asset managers use capital market assumptions (CMAs) to inform their expectations for asset returns and risks and to guide. . . .
August 22, 2024 — When the Inflation Reduction Act (IRA) was signed into law by President Biden two years ago, many were hailing the “Green. . . .
August 16, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
August 12, 2024 — The unwind of the yen carry trade on the morning of August 5th injected a level of volatility in markets reserved only. . . .
August 9, 2024 — Sage provides an outlook for the municipal market, including our sector views and positioning and the key themes we are following.. . . .
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,. . . .
August 5, 2024 — Until recently, the prevailing market narrative since October was that the Fed was in a “pivot” to eventual rate cuts given. . . .