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.
Municipal Risk Paradox: Safety and Risk Sectors Simultaneously Outperforming
July 30, 2025 — In a surprising twist, both high-grade and high-yield municipal bonds are outperforming — simultaneously. This rare alignment is challenging traditional market. . . .
Fixed Income
Cracks in the Consensus: Testing the Fed’s Unity
July 28, 2025 — The Federal Reserve has long projected an image of unity and stability — but that perception may soon be tested. As. . . .
Municipal Fixed Income
Municipal Bonds That “Put” a Little Extra Income In Your Pocket
July 28, 2025 — Bonds with mandatory put features — which require the issuer to repurchase the bond before final maturity — are gaining traction,. . . .
Fixed Income
US Aluminum Poised for a Comeback – Century’s Bond Is a Signal, Not Just a Deal
July 23, 2025 — Century Aluminum is considering development of the first new US aluminum smelter in nearly 50 years — a move that could revitalize. . . .
Fixed Income
Markets Shrug Off Fed Drama and Focus on Macro Tailwinds
July 21, 2025 — Recent rhetoric from the White House has drawn attention to Federal Reserve Chair Jerome Powell, particularly regarding scrutiny of the central. . . .
Fixed Income
Big Banks Just Delivered a Message — Are You Listening?
July 18, 2025 — Second quarter earnings from the big six US banks surprised to the upside, revealing a resilient core: strong trading results, stable. . . .
Fixed Income
Resilient Labor, Resilient Valuations
July 15, 2025 — The US Labor market has remained remarkably resilient despite concerns about job cuts in the government sector and broader economic headwinds.. . . .
Municipal Fixed Income
A Muni Minute — Avoid Paying More for Less
July 11, 2025 — In fixed income markets, most investors are familiar with an inverted yield curve — when long-term bonds yield less than short-term. . . .
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. . . .