Q2 Earnings Unpacked: Where Momentum Builds and Risks Rise
August 13, 2025 — The Q2 2025 earnings season delivered a complex but revealing snapshot of corporate performance across sectors, shaped by resilient consumer demand, accelerating AI adoption, and emerging macroeconomic pressures. While many companies posted strong results, particularly in technology, healthcare, and consumer discretionary, others faced headwinds from tariffs, cost inflation, and shifting demand patterns.
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Municipal Fixed Income
Active Management Uncovers Hidden Risks and Strategic Opportunities
August 11, 2025 -- While muni bonds are often seen as safe havens, recent events remind us that credit risk is real — and sometimes underestimated. . . .
Fixed Income
Unemployment In Context
August 11, 2025 -- Given July's recent payrolls miss and outsized negative revisions, the unemployment rate ticked up to 4.2% from 4.1% — stirring anxiety about whether the...
Fixed Income
Fixed Income Perspectives — August 2025
August 7, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.