Tag: Fixed Income

Taxable Fixed Income Brochure

The Sage investment team brings perspective and wisdom that comes from a long history of managing fixed income. Managing risk is fundamental to our investment process as we strive to deliver consistent risk-adjusted results in all market environments. Sage provides the accessibility of a boutique investment management firm with a seasoned investment team.

2021 First Half Outlook & Positioning

Going into 2021, Sage is positioned for upside given continued positive economic momentum, accommodative monetary policy, a forthcoming fiscal stimulus package, and vaccine rollouts. In this piece, Sage illustrates our key themes and positioning for the first half of 2021, as well as the risks to our outlook.

Focusing on the Three C’s for Fixed Income Investing

December 1, 2020 — Fixed income investors have benefited from falling rates and a recovery in spreads, which has generated attractive returns thus far in 2020. As we approach the end of this unexpected year, a more prudent and active approach is necessary as the backdrop has become more challenging – valuations are less compelling; yields are low and are expected to remain so; and, as illustrated in the chart below, the duration of fixed income indices is high for the slim cushion of yield they provide. As active fixed income managers, we are focused on three C’s – curve management, (yield) carry, and the consumer-led recovery.

Cash Management Strategy Details 2Q20

Our cash management investment strategies take into account a client’s liquidity concerns, tax issues, and operating requirements. We strive for absolute investment returns over relative market performance.