Tactical Investment Strategy — May 2023
May 23, 2023 — As we approach mid-year, we have recast our key outlook and strategy themes for the balance of 2023. Key Takeaways A. . . .
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Municipal Market Updates – the Good, the Bad & the Ugly
May 15, 2023 — Sage’s outlook continues to be positive for the municipal market, both from a credit quality standpoint and an economic cycle perspective.. . . .
Headline Risk Creates Opportunity for Muni Investors
May 15, 2023 — The municipal sector that has by far received the most controversial press coverage over the last 12 months is the healthcare. . . .
The Sage ESG Top 5 — May 15, 2023
May 15, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Drop in Demand for Credit Presents a Headwind for the Economy — Fixed Income Outlook in 5 Charts
May 15, 2023 — While the banking crisis seems to be contained for the time being, markets are facing the reality of shrinking credit creation,. . . .
Fixed Income Perspectives — May 2023
May 12, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .