Value, Regulation & Liquidity – How Sage Views the Banking Sector
March 24, 2023 — Our view on the banking sector has been based on three factors: value, regulation, and liquidity. In this piece, Sage addresses the recent bank failures and how to evaluate deposit risk, as well as Sage’s positioning within the sector.
Featured Insights
Fixed Income
Financial Stability Concerns Come to the Forefront — Fixed Income Outlook in 5 Charts
March 16, 2023 -- Stresses from the US regional banking system as well as Credit Suisse have made the outlook for economic growth and Fed policy more complex. The Fed . . .
Fixed Income
Fixed Income Perspectives — March 2023
March 16, 2023 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates . . .
Municipal Fixed Income
National v. State-Specific Strategies: An Alternative Path to Maximum After-Tax Income
March 22, 2023 -- When it comes to owning tax-exempt municipal bonds, the most significant benefit is the avoidance of federal income taxes . . .