Read More
Catholic Values Investing
Mission Driven Investing
Read More
What’s in a name?
LISTEN HERE
Subscribe to our newsletter
Our focus? Our clients.
One of the best assets you can invest in is valuable relationships. For us, that's the relationships we build with our advisors, consultants and clients. Since 1996, we've crafted smart investment strategies centered on risk management and delivered through transparent communication. In this way, we responsibly guide our partners toward tailored, innovative investment solutions.
Our Insights
The Edge of the Map
November 3, 2025 — Expectations were high for the FOMC to deliver a dovish outcome in last week’s rate decision. As anticipated, the Fed lowered. . . .
The Specter of Funding Stress
October 27, 2025 — In a previous Notes prior to the September FOMC meeting, we wrote that the Fed’s balance sheet runoff and increased Treasury bill issuance. . . .
Consumer Strength Anchors Bank Earnings
October 20, 2025 — US banks delivered robust earnings this quarter, driven by continued expansion in net interest income and strong fee revenues. Although isolated events. . . .
Hiring Hits a Wall: Private Labor Data Flags Economic Softness
October 13, 2025 — In a world that clings to every labor data release for clues about potential shifts in monetary policy, the absence of. . . .
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,. . . .
Subscribe to our insights.
SUBSCRIBE