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
Peering Under the Hood of Auto and Credit Card ABS: Insights into US Consumer Resilience
March 17, 2025 — In previous Notes, we have explored asset-backed securities (ABS) backed by data centers and critical AI infrastructure. In this week’s edition,. . . .
Fixed Income
The US Consumer’s Economic Test
March 10, 2025 — In the aftermath of the pandemic, the resilience of the US consumer has been a cornerstone of the economic recovery. Despite. . . .
Fixed Income
Growth Concerns Shift Stock and Bond Correlation
March 4, 2025 — In recent weeks, markets have faced significant changes due to evolving economic data and the Trump Administration’s policies. After the November. . . .
Fixed Income
Why Would the Fed Pause QT?
February 24, 2025 — The most notable item in the minutes of the January FOMC meeting released last week was the committee’s discussion on “issues related. . . .
Responsible Investing
Sage Evaluates Sectors for Sustainability Risks and Opportunities
February 19, 2025 — In this report, we provide Sage Leaf Scores for each of the 11 sectors in the Global Industry Classification Standard (GICS).. . . .
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
The Power of Trade: Why the U.S. Uses Tariffs as a Negotiation Tool
February 10, 2025 — As trade wars and tariffs dominate the early days of President Trump’s second term, a closer look at the broader landscape. . . .
Responsible Investing
From Wildfires to Travel Disruptions: The Growing Appeal of Parametric Insurance
February 5, 2025 — With wildfires still raging across California, discussing the long-term implications of this ongoing catastrophe — and the ones that came before. . . .
Fixed Income
Securitizing AI: The Role of Data Center ABS & CMBS
February 3, 2025 — Artificial intelligence (AI) is the defining technological shift of this era. Given the rapid adoption across the global economy, AI’s computational. . . .