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.
Responsible Investing
Tackling Methane Emissions in America
January 17, 2025 — History finds a way of repeating itself. Although it took nearly the full term to complete (August 2020), President Trump was. . . .
Responsible Investing
Sage’s Leaf Score Evaluation
The Sage Leaf Score proprietary framework assigns each fixed income issuer a score from 1 to 5 leaves, where one-leaf issuers are considered sustainability laggards. . . .
Fixed Income
Video: Sage’s 2025 Fixed Income Outlook
January 13, 2025 — Sage’s Chief Investment Strategist Rob Williams discusses key market drivers for fixed income in 2025 and how Sage is positioned in. . . .
Tactical ETF
Video: Sage’s 2025 Market Outlook
January 13, 2025 — Sage’s Chief Investment Strategist Rob Williams discusses key market drivers for 2025 and how Sage is positioned in the current environment.
Fixed Income
High Rates, Tight Supply: Housing’s 2025 Balancing Act
January 13, 2025 — The US housing market faces a delicate balancing act in 2025, influenced by lingering effects of the pandemic and persistently high. . . .
Responsible Investing
Sage Stewardship Policy
This report outlines Sage’s approach to stewardship, including our engagement policy and commitment to industry initiatives. Sage’s Stewardship Policy represents current practices in how the. . . .
Responsible Investing
Sage Responsible Investment Policy
This report outlines Sage’s Responsible Investment and Governance policies, including the responsibilities of both the Investment Committee and Research & Risk Analysis Team, and the. . . .
Fixed Income
The Starting Line for the US Yield Curve
January 6, 2025 — Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term. . . .
Insurance
Surveying the Insurance Industry: 2025
January 3, 2025 — A roundup of Sage’s top insurance reads by Greg Cobb, Sage Director of Insurance Solutions.