Municipal Fixed Income Perspectives — October 2025
October 7, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
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Corporate Bond Supply: A Non-Issue for Spreads?
October 6, 2025 — Following the tariff disruptions in April, improving financial conditions have supported asset markets and spurred corporate interest in public debt financing.. . . .
Responsible Investing Compendium
October 5, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Sage Advice 3Q25 Market Review + Outlook
October 3, 2025 — Markets extended gains in Q3 despite mixed economic signals and geopolitical volatility, supported by tax cuts, Fed easing, and strong earnings.. . . .
Steady Growth, Shifting Yields — Fixed Income Outlook in 5 Charts
October 2, 2025 — Despite a brief import-driven dip in Q1, the US economy continues to expand at a moderate pace, supported by resilient consumer. . . .
Fixed Income Perspectives — October 2025
October 2, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Stuck in the Middle
September 29, 2025 — The August PCE inflation report confirmed that price pressures remain stuck in a holding pattern. Headline PCE rose 0.26% month-over-month and. . . .
Tariff Risk Is Manageable for US Pharma
September 26, 2025 — New drug tariffs are here — but thanks to $325B in US manufacturing investments, domestic pharma is well-positioned to weather the. . . .