Perspectives
Stay up to date on emerging industry issues and trends with Sage perspectives. From fixed income to sustainable investing, our experts cover a range of subject matter that is relevant to today’s advisors and consultants.
Fixed Income
One Big Beautiful Bill
July 8, 2025 — On July 3rd, Congress approved the sweeping One Big Beautiful Bill Act, which was signed into law on Independence Day, meeting. . . .
Fixed Income
Wire to Wire in the First Half of 2025
July 1, 2025 — Standing at the midpoint of 2025, it’s clear that global markets have been anything but ordinary. From DOGE-driven political movements pushing. . . .
Fixed Income
Trump, Powell, and the Great Rate Debate
June 26, 2025 — There’s a new twist developing between President Donald Trump and Federal Reserve Chair Jerome Powell. What began as a difference in. . . .
Municipal Fixed Income
Understanding the Hidden Risks in High-Yield Municipal Bonds
June 26, 2025 — Fixed income investors are often caught in a balancing act: the pursuit of higher yields versus the need to manage risk.. . . .
Fixed Income
Cooling on the Surface, Steady at the Core: Retail Sales Tell a Mixed Tale
June 24, 2025 — Retail sales may have stumbled in May, but don’t count the consumer out just yet. While the headline number showed the. . . .
Fixed Income
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 —. . . .
Fixed Income
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. . . .
Fixed Income
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. . . .
Responsible Investing
Jewish Values-Based Investing: Creating a Framework for Success
June 4, 2025 — Jewish Values-Based Investing (JVBI) is an approach that aligns financial decisions with the ethical and moral principles rooted in Jewish teachings,. . . .