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. . . .
August 11, 2025 — While muni bonds are often seen as safe havens, recent events remind us that credit risk is real — and sometimes. . . .
August 11, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
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. . . .
August 7, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
August 4, 2025 — Markets are showing signs of revision fatigue — and for good reason. The July payroll report not only missed expectations but also. . . .
July 30, 2025 — In a surprising twist, both high-grade and high-yield municipal bonds are outperforming — simultaneously. This rare alignment is challenging traditional market. . . .
July 28, 2025 — The Federal Reserve has long projected an image of unity and stability — but that perception may soon be tested. As. . . .
July 28, 2025 — Bonds with mandatory put features — which require the issuer to repurchase the bond before final maturity — are gaining traction,. . . .