Keeping Score of Sage’s Municipal Success

For those keeping score, Sage has once again successfully navigated these challenging times for our clients. The positive outcome is a testament to our investment process that remains consistent, regardless of market limitations or influences. A core tenant that has saved our clients from irreparable principal loss despite market dislocations has been Sage’s approach to optimizing fundamental credit strength along with current market valuations.

  • DATE: April 27, 2020
  • TYPE: PDF
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Featured Insights

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Fixed Income

Sage Advice Taxable Quarterly Market Review 1Q2020

Our base-case scenario has shifted from fragile stabilization going into 2020 to a global recession, with a large contraction in the first half of 2020 and some recovery . . .

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Municipal Fixed Income

Sage Advice Municipal Quarterly Market Review 1Q2020

With a higher probability of industry-wide downgrades over the coming year, sector allocation and rebalancing will remain focused on stable-to-improving sectors, including . . .

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Podcasts

The Top 5 Questions Fixed Income Clients are Asking Right Now

Hear from members of Sage’s portfolio management and client services teams discuss the most pressing client concerns, including Q1 fixed income market dynamics, the magnitude. . . .

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