Keepin’ It Weird — and Smart! Sage Steps into the World of Insurance Linked Securities
September 26, 2025 — “Keep Austin Weird!” That is the mantra for the support of independent businesses, creativity, and the unique and eclectic culture of Austin, Texas. As a proud resident of Austin for 30 years, Sage has been keepin’ it weird and making investment management more fun than it deserves to be for three decades. We remain fiercely independent; striving for creative and innovative solutions to satisfy the ever-evolving needs of our clients; and building an eclectic culture of purpose that most in the investment management industry find unique.
Featured Insights
Fixed Income
Tariff Risk Is Manageable for US Pharma
September 26, 2025 -- New drug tariffs are here — but thanks to $325B in US manufacturing investments, domestic pharma is well-positioned to weather the impact.
Fixed Income
Rate Relief and Mortgage Spread Compression
In this week's Notes from the Desk, we examine how the Fed’s latest rate cut is reinforcing the strength of the MBS market. From spread compression to a shifting balance of...
Fixed Income
Rate Cut Marks Start of Fed’s Shift Toward Neutrality
September 17, 2025 -- The Federal Reserve cut its benchmark interest rate by a quarter percentage point at the September FOMC meeting, lowering the federal funds target range...