Tactical Investment Strategy — February 2023
February 15, 2023 — We continue to view the risk/reward for fixed income as favorable. In the near-term, rates could come under renewed pressure as. . . .
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Sage Evaluates 11 GICS Sectors for Sustainability Criteria
February 14, 2023 — In this report, Sage provides ESG Leaf Scores for each of the 11 sectors in the Global Industry Classification Standard (GICS).. . . .
Sage Advisory Joins the CFA DEI Code
February 13, 2023 — Diversity, equity, and inclusion (DEI) are crucial elements in the future of the investment industry and the success of investment firms.. . . .
The Sage ESG 50: An Annual Ranking of the Most Sustainable US Corporate Bond Issuers
February 7, 2023 — The consideration of ESG issues has become an essential component for investors to both manage risk and identify investment opportunities. A. . . .
Municipal Transportation Is Back . . . For Some Sectors
January 31, 2023 — The transportation sector makes up about 16% of the municipal bond index, and it was the hardest hit by Covid-19 in. . . .
Tax-Loss Considerations for Municipal Bond Strategies
January 31, 2023 — For most investors, taking advantage of the tax code is a prudent investment strategy that may enhance realized after-tax returns. Sage. . . .
Sage Cash Balance Performance Commentary 4Q22
January 30, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Impact Bonds: Bumps in the Road Give Way to a Smoother Ride Ahead
January 29, 2023 — Analysts are predicting a pronounced rebound in impact bond issuance for 2023. In this piece, Sage provides an outlook for impact. . . .