The Quiet Force Behind Economic Growth: Federal Spending’s Shifting Role
August 18, 2025 — One of the most important but often overlooked macroeconomic shifts in recent years is the changing role of federal government spending. . . .
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Sage Evaluates 11 GICS Sectors for Sustainability Risks and Opportunities 2H25
August 15, 2025 — At Sage, we assess 1,500 corporate issuers quarterly using our Sage Leaf Score® Methodology. This custom framework includes quantitative and qualitative. . . .
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,. . . .
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. . . .
Municipal Fixed Income Perspectives — August 2025
August 11, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
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. . . .
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. . . .
Responsible Investing Compendium
August 5, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .