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
Money Moves: What Policy Means for Markets
November 6, 2023 — With the near-term risk of Treasury issuance receding, a Fed that is increasingly focused on an economic slowdown, and the highest. . . .
Responsible Investing
Sage Impact Bond Strategy Maintains Lead YTD Despite Q3 Headwinds
November 2, 2023 — The Sage Impact Bond Strategy outperformed its benchmark year to date through Q3, with a return of 0.44% vs. 0.35% for. . . .
ESG Solutions
The Sage ESG Top 5 — November 2, 2023
November 2, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Fixed Income
Trick or Treat for Mortgage-Backed Securities?
October 31, 23 — Now that the Fed is largely done with rate hikes and MBS valuations are at their cheapest in years, we believe. . . .
Fixed Income
Cracks Appear in the Corporate Bond Market
October 23, 2023 — While credit spreads are far from showing signs of systemic stress, we have seen signs of a buyer “push-back” in the. . . .
Fixed Income
Investor Concern Shifts to the Long End — Fixed Income Outlook in 5 Charts
October 20, 2023 — After the increase in Treasury issuance in July, and concerns around the sustainability of the fiscal deficit, investors spoke loudly, demanding. . . .
Fixed Income
When the Tax Equivalent Yield Outpaces Cash
October 16, 2023 — A historic rise in municipal bond yields offers high-net-worth investors with an excellent opportunity to capture tax-free income in an asset. . . .
ESG Solutions
The Sage ESG Top 5 — October 12, 2023
October 12, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Fixed Income
Anatomy of a Selloff
October 9, 2023 — In this Notes from the Desk, we look at how the change in financial conditions since the end of July has. . . .