Re-imagining the US Maritime Industry
September 6, 2024 — Maritime shipping, shipbuilding, and port infrastructure are seen by many nations around the globe as key strategic areas to address for. . . .
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Fixed Income Investment Strategy — August 2024
September 5, 2024 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Any outlook discussion still starts. . . .
Sage Company Overview – September 2024
Sage was founded in 1996 by Robert G. Smith, III and Mark C. MacQueen. Prior to forming Sage, Bob and Mark both spent many years. . . .
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. . . .
The Pitfalls of Predicting Market Returns: Analyzing Capital Market Assumptions Over the Past Decade
August 23, 2024 — Consultants and asset managers use capital market assumptions (CMAs) to inform their expectations for asset returns and risks and to guide. . . .
Clean Energy in America: The Inflation Reduction Act Turns Two
August 22, 2024 — When the Inflation Reduction Act (IRA) was signed into law by President Biden two years ago, many were hailing the “Green. . . .
Fixed Income Perspectives — August 2024
August 16, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Signal Through the Noise
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. . . .