Sage Advice 2Q25 Market Review + Outlook
July 8, 2025 — The second quarter packed a year’s worth of macroeconomic developments into just three months, with the standout theme being a tariff-driven. . . .
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One Big Beautiful Bill
July 8, 2025 — On July 3rd, Congress approved the sweeping One Big Beautiful Bill Act, which was signed into law on Independence Day, meeting. . . .
Wire to Wire in the First Half of 2025
July 1, 2025 — Standing at the midpoint of 2025, it’s clear that global markets have been anything but ordinary. From DOGE-driven political movements pushing. . . .
Trump, Powell, and the Great Rate Debate
June 26, 2025 — There’s a new twist developing between President Donald Trump and Federal Reserve Chair Jerome Powell. What began as a difference in. . . .
Understanding the Hidden Risks in High-Yield Municipal Bonds
June 26, 2025 — Fixed income investors are often caught in a balancing act: the pursuit of higher yields versus the need to manage risk.. . . .
Cooling on the Surface, Steady at the Core: Retail Sales Tell a Mixed Tale
June 24, 2025 — Retail sales may have stumbled in May, but don’t count the consumer out just yet. While the headline number showed the. . . .
Navigating the REITs Landscape with Thomas Urano and Andrew Demand
In this episode, Thomas Urano, CO-CIO at Sage, and Andrew Demand, Senior PM for Corporate Credit, discuss insights from the NAREIT Annual Investor Conference. They. . . .
Energy is the New Inflation Wildcard
June 16, 2025 — Inflation may be cooling, but oil is heating things up. While recent data shows core prices easing, rising energy costs —. . . .