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Energy is the New Inflation Wildcard

June 16, 2025 -- Inflation may be cooling, but oil is heating things up. While recent data shows core prices easing, rising energy costs — fueled by Middle East tensions...

June 16, 2025 11:27 am

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Municipal Fixed Income Perspectives — June 2025

June 12, 2025 -- This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in the current environment.

June 12, 2025 12:16 pm

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Fixed Income Outlook: Rates, Inflation & Recession Risk

In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael leads Sage’s Business Development Team, and Thomas is the Head of Portfolio Management.

June 11, 2025 3:15 pm

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Outlook for Bond Investors: Improving Return Profile with Moderating Inflation

In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael leads Sage’s Business Development Team, and Thomas is the Head of Portfolio Management.

June 11, 2025 2:45 pm

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ESG and the Insurance Industry: The Wave is (Still) Building

The insurance industry is at a turning point. In an era where climate change and environmental responsibility are at the forefront of global conversations, the insurance industry is taking center stage. Welcome to “Insuring Tomorrow,” a series of podcasts where we take a deeper dive into the world of insurance and evolving trends in sustainability. In this episode, we talk with Greg Cobb, head of insurance solutions at Sage Advisory.

June 10, 2025 7:35 pm

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The Sage Sustainable 50

In this podcast we interview Emma Harper, Senior Research Analyst, about The Sage Sustainable 50, an annual list of the most sustainable companies in the US bond market, based on the Sage ESG Leaf Score® methodology.

June 10, 2025 7:24 pm

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