Navigating the REITs Landscape with Thomas Urano and Andrew Demand
In this episode, Thomas Urano, CO-CIO at Sage, and Andrew Demand, Senior PM for Corporate Credit, discuss insights from the NAREIT Annual Investor Conference. They. . . .
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Energy is the New Inflation Wildcard
June 16, 2025 — Inflation may be cooling, but oil is heating things up. While recent data shows core prices easing, rising energy costs —. . . .
Municipal Fixed Income Perspectives — June 2025
June 12, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Fixed Income Perspectives — June 2025
June 9, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Q2 GDP Set to Soar—Thanks to This Trade Twist
June 9, 2025 — A surge in imports ahead of potential tariffs distorted Q1 GDP, making the economy appear weaker than it is. Now, with. . . .
A Reality Check on GSE Privatization
June 4, 2025 — Recently, there has been a renewed push from policymakers in Washington to explore the privatization of the government-sponsored enterprises (GSEs) Fannie. . . .
Jewish Values-Based Investing: Creating a Framework for Success
June 4, 2025 — Jewish Values-Based Investing (JVBI) is an approach that aligns financial decisions with the ethical and moral principles rooted in Jewish teachings,. . . .
Fixed Income Investment Strategy — June 2025
June 2, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Bond markets have come under. . . .