Featured Insights

Fixed Income Perspectives — June 2025

June 9, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.

Q2 GDP Set to Soar—Thanks to This Trade Twist

June 9, 2025 -- A surge in imports ahead of potential tariffs distorted Q1 GDP, making the economy appear weaker than it is. Now, with trade flows reversing and inventories...

A Reality Check on GSE Privatization

June 4, 2025 -- Recently, there has been a renewed push from policymakers in Washington to explore the privatization of the government-sponsored enterprises (GSEs) Fannie Mae...