Municipal Fixed Income Perspectives — October 2023
October 17, 2023 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
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When the Tax Equivalent Yield Outpaces Cash
October 16, 2023 — A historic rise in municipal bond yields offers high-net-worth investors with an excellent opportunity to capture tax-free income in an asset. . . .
Income ETF Model Portfolios: Performance Commentary 3Q23
October 12, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Model Portfolios in the third. . . .
Tactical ETF Model Portfolios: Performance Commentary 3Q23
October 12, 2023 — This one-page report details what contributed to and detracted from performance for the Sage ETF Model Portfolios in the third quarter.
ESG ETF Model Portfolios: Performance Commentary 3Q23
October 12, 2023 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Model Portfolios in the third. . . .
The Sage ESG Top 5 — October 12, 2023
October 12, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Fixed Income Field Manual
October 10, 2023 — Recent data surprises have caused a significant repricing in yields, causing investors to worry about another negative year for fixed income.. . . .
Municipal Fixed Income Investment Strategy
October 10, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .