The Two-Faced Economy: Strong Data Amid Shaky Sentiment
May 6, 2025 — The current geopolitical climate has injected an extra dose of unpredictability for economic participants, as investment and consumption decisions for everyone have been clouded by trade wars and fiscal policy. Sentiment on the economy is understandably depressed, weighed down by uncertainty; however, real economic data remains expansionary, and should be able to withstand geopolitical stress and tariff concerns over the next few months.
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Fixed Income
Fixed Income Perspectives — May 2025
May 5, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Fixed Income
The Ripple Effects of the US/China Trade Embargo
April 29, 2025 -- In an interview last week, Treasury Secretary Scott Bessent characterized the trade situation with China as "unsustainable," pointing to possible relief...
Fixed Income
Fixed Income Investment Strategy — April 2025
April 24, 2025 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.