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
2023 Sustainability Report
January 16, 2024 — Sage’s 2023 Sustainability Report provides an in-depth look at our company’s unwavering commitment to sustainability. The report illustrates our dedication to. . . .
Fixed Income
Fed Focus Shifts to Growth Picture — Fixed Income Outlook in 5 Charts
January 12, 2024 — Declining inflation through the second half of 2023 has given the Fed the green light to pivot to the other side. . . .
ESG Solutions
The Sage ESG Top 5 — January 11, 2024
January 11, 2024 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Responsible Investing
Sage Scores Above Peer Group in 2023 Annual PRI Assessment
January 10, 2024 — Since 2017, Sage has been a signatory of the Principles for Responsible Investment (PRI), the world’s largest network of investors that. . . .
Fixed Income
Goldilocks and the Five Rate Cuts
January 8, 2024 — The mix of factors that drove macro markets last year are largely the same to start this year. The main difference. . . .
Holiday Video 2023
December 12, 2023 — We hope everyone has a wonderful start to the holiday season!
Fixed Income
The Laborious March to Fed Cuts
December 11, 2023 — Labor market resilience has been a prime factor in the strength of the US economy in 2023 and an important input. . . .
Insurance
Captives in 2023: growing diversity & innovation
December 6, 2023 — Greg Cobb of Sage Advisory Services shares his thoughts on what remains a hard market and the investment challenge.
Municipal Fixed Income
The Most Wonderful Time of the Year . . . for Munis
December 5, 2023 — The holiday season coincides with a seasonal pattern in the municipal market that provides a sound basis for putting money to. . . .