Unpacking Uncertainty
March 31, 2025 — In recent weeks, market volatility has surged, driven by uncertainty surrounding the growth picture and Washington’s economic policy, particularly tariffs and. . . .
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Global Asset Allocation Strategy — March 2025
March 19, 2025 — Global Asset Allocation Strategy provides an overview of key economic and policy themes and how Sage is positioned in the current. . . .
Peering Under the Hood of Auto and Credit Card ABS: Insights into US Consumer Resilience
March 17, 2025 — In previous Notes, we have explored asset-backed securities (ABS) backed by data centers and critical AI infrastructure. In this week’s edition,. . . .
The US Consumer’s Economic Test
March 10, 2025 — In the aftermath of the pandemic, the resilience of the US consumer has been a cornerstone of the economic recovery. Despite. . . .
Growth Concerns Shift Stock and Bond Correlation
March 4, 2025 — In recent weeks, markets have faced significant changes due to evolving economic data and the Trump Administration’s policies. After the November. . . .
Fixed Income Perspectives — March 2025
March 3, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Municipal Fixed Income Perspectives — February 2025
February 25, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Why Would the Fed Pause QT?
February 24, 2025 — The most notable item in the minutes of the January FOMC meeting released last week was the committee’s discussion on “issues related. . . .