Fixed Income Perspectives — May 2022
May 11, 2022 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
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A Good Time to Invest in Muni Bonds
May 6, 2022 — Despite the misconception that municipal bonds are facing elevated default risk, they remain one of the strongest asset classes in terms. . . .
The Sage ESG Top 5 — Week of May 5
May 5, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Between a Desert and a Dry Place
May 5, 2022 — To understand the challenges facing Las Vegas, it helps to know where its water comes from, how it is stored, and. . . .
A Muni Minute: Tit-for-Tat
May 4, 2022 — Municipal investors often sift through various issues that include underfunded pensions, a lack of market liquidity, and inconsistent financial disclosure. However,. . . .
Cash Balance Strategies Performance Commentary 1Q22
April 29, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Tactical Investment Strategy, April 2022
April 22, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Are Bonds Dead . . . Again?
April 22, 2022 — The last six months have been historically painful for fixed income investors. This has many investors questioning how we got here.. . . .