Megacities Plagued by Commercial Real Estate Challenges
March 25, 2024 — Numerous “megacities” rely heavily on commercial real estate property tax revenue at a time when the CRE market is on the precipice. . . .
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The Great Escape (From Negative Rates)
March 25, 2024 — Just as the Bank of Japan finally joined in on hiking policy rates, it’s found itself alone at the party. In. . . .
Fixed Income Perspectives — March 2024
March 25, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Tactical Investment Strategy — March 2024
March 19, 2024 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Buckle Up – A March FOMC Preview
March 18, 2024 — This week’s meeting is the first in 2024 where the FOMC will reveal its outlook for the policy rate.
Municipal Fixed Income Perspectives — March 2024
March 8, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
The Sage ESG Top 5 — March 5, 2024
March 5, 2024 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Insurance Industry Outlooks for 2024
March 4, 2024 — The rapid escalation of the risk landscape presents unprecedented challenges for the insurance industry, with broad consensus that current enterprise models. . . .