Featured Insights

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 class . . .

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. . . .

Fixed Income Investment Strategy — October 2023

October 10, 2023 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning. . . .