Tactical Investment Strategy — October 2023
October 10, 2023 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
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Anatomy of a Selloff
October 9, 2023 — In this Notes from the Desk, we look at how the change in financial conditions since the end of July has. . . .
Sage Advice Quarterly Market Review 3Q23
October 3, 2023 — Third quarter returns were characterized by three major trends – rising long-end yields, a significant move higher in oil, and an. . . .
The Sage ESG Top 5 — September 28, 2023
September 28, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Tactical Investment Strategy — September 2023
September 18, 2023 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
As Fed Tightening Risks Wane, Other Risks Emerge — Fixed Income Outlook in 5 Charts
September 14, 2023 — A resilient labor market and slowing inflation suggests that the FOMC is done hiking rates. While the growth and inflation picture. . . .
The Benefits of Active Management for Municipal Bonds
September 14, 2023 — The municipal market is in the best fiscal condition it’s seen in over two decades and liquidity reserves are at their. . . .
Municipal Fixed Income Perspectives — September 2023
September 14, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .