Bond Trauma
April 14, 2025 — There are decades where nothing happens, and then there are weeks where decades happen. Last week, the tariff stress that shocked. . . .
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Fixed Income Perspectives — April 2025
April 11, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
The Path Forward After the Tariff Shock
April 7, 2025 — Last week President Trump announced tariffs on nearly all US trading partners, a move that far exceeded the most pessimistic expectations. . . .
Responsible Investing Compendium
April 3, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Unpacking Uncertainty
March 31, 2025 — In recent weeks, market volatility has surged, driven by uncertainty surrounding the growth picture and Washington’s economic policy, particularly tariffs and. . . .
Global Asset Allocation Strategy — March 2025
March 19, 2025 — Global Asset Allocation Strategy provides an overview of key economic and policy themes and how Sage is positioned in the current. . . .
Peering Under the Hood of Auto and Credit Card ABS: Insights into US Consumer Resilience
March 17, 2025 — In previous Notes, we have explored asset-backed securities (ABS) backed by data centers and critical AI infrastructure. In this week’s edition,. . . .
The US Consumer’s Economic Test
March 10, 2025 — In the aftermath of the pandemic, the resilience of the US consumer has been a cornerstone of the economic recovery. Despite. . . .