Fixed Income Perspectives — September 2025
September 5, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
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Video: Mission Driven Investing Overview
September 5, 2025 — At Sage, we believe investing isn’t just about returns — it’s about responsibility. For nonprofits, endowments, and foundations, every dollar should. . . .
How Corporate Market Activity Supports Municipal Prepaid Gas Bonds
September 2, 2025 — The recent $18 billion acquisition of JDE Peet’s by Keurig Dr Pepper has implications that extend beyond the corporate bond market. . . .
The Labor Market’s Tell
September 2, 2025 — Over the past month, the labor market has taken center stage in the debate over the near-term trajectory of Fed policy.. . . .
Retailer’s Guide: Economic Takeaways from Retailer Earnings
August 27, 2025 — Tariffs are emerging as a key challenge, pressuring margins and prompting supply chain shifts, especially for retailers with heavy exposure to. . . .
Fixed Income Investment Strategy — August 2025
August 27, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Dovish Fed Signals Support Rate. . . .
Jackson Hole Marks Powell’s Readiness to Ease
August 25, 2025 — Fed Chair Jerome Powell’s speech at Jackson Hole last week marked a clear pivot from prior Fed communications, striking a more. . . .