Securitizing AI: The Role of Data Center ABS & CMBS
February 3, 2025 — Artificial intelligence (AI) is the defining technological shift of this era. Given the rapid adoption across the global economy, AI’s computational demands are skyrocketing. While most attention has been on large tech stocks, there’s another way to gain exposure to the AI revolution via the bond markets: through data center ABS (asset-backed securities) and CMBS (commercial mortgage-backed securities).
Featured Insights
Fixed Income
Will Government Jobs Remain a Pillar of Labor Market Strength?
January 27, 2025 -- President Trump began his second term last week with a flurry of executive actions, including a federal hiring freeze over 90 days that impacts nearly all...
Municipal Fixed Income
Sage’s National Municipal Strategies Avoided California Wildfire Risk
January 23, 2025 -- This report addresses wildfire risk in California and the municipality that faces the highest potential for credit stress.
Fixed Income
Fixed Income Perspectives — 2025 Outlook
January 13, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.