When Ratings Downgrades Present Buying Opportunities
July 21, 2023 — While the municipal bond market soured on Milwaukee earlier this year following a two-notch downgrade to BBB+ with a negative outlook. . . .
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Asset Liability Quarterly Monitor 2Q23
July 21, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
Impact Bond Strategy Overview
July 21, 2023 — This presentation provides an overview of the Impact Bond landscape and portfolio characteristics for Sage’s Impact Bond Strategy.
Economy Coming In for a Landing After Inflation Turning Point — Fixed Income Outlook in 5 Charts
July 19, 2023 — Inflation is moving lower while the labor market remains strong, albeit exhibiting a decelerating trend. Rate markets are expecting one more. . . .
Asset Allocation Perspectives, 3Q23 Outlook
July 2023 — The following charts illustrate Sage’s macro views and tactical ETF positioning given our market outlook.
Fixed Income Perspectives — July 2023
July 17, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Municipal Fixed Income Investment Strategy — July 2023
July 11, 2023 — Municipal Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook The municipal credit environment. . . .
Income ETF Strategies Performance Commentary 2Q23
July 11, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.