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Results
Muni Market – Halftime Adjustments for 2023
August 1, 2023 — It has been a good time to be invested in municipal bonds, and it may just get better. The first half. . . .
Sage Impact Bond Strategy Maintains Lead for 1H Despite Q2 Headwinds
August 1, 2023 — The Sage Impact Bond Strategy outperformed its benchmark YTD for Q2, with a return of 2.51% vs. 2.44% for the Bloomberg. . . .
Active Management: Navigating Financial Success Through Strategic Decision-Making
Why go with an active manager? What’s the difference between how Sage approaches active management versus some other investment managers? This one-pager illustrates the value. . . .
Fed Cycles & Fixed Income Returns
August 1, 2023 — Regardless of precise Fed timing, some combination of yield carry and price returns driven by future easing expectations is likely to. . . .
The Sage ESG Top 5 — July 31, 2023
July 31, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Cash Balance CITs 2Q23 Performance Commentary
July 25, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.