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.
ESG Solutions
The Sage ESG Top 5 — September 28, 2023
September 28, 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
As Fed Tightening Risks Wane, Other Risks Emerge — Fixed Income Outlook in 5 Charts
September 14, 2023 — A resilient labor market and slowing inflation suggests that the FOMC is done hiking rates. While the growth and inflation picture. . . .
Municipal Fixed Income
The Benefits of Active Management for Municipal Bonds
September 14, 2023 — The municipal market is in the best fiscal condition it’s seen in over two decades and liquidity reserves are at their. . . .
ESG Solutions
The Sage ESG Top 5 — September 7, 2023
September 7, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Responsible Investing
Where are all the US Impact Bonds?
August 31, 2023 — Companies issued impact bonds at record levels in 2021 before multiple headwinds caused the market to cool in 2022. While new. . . .
Fixed Income
“Navigating by the stars under cloudy skies” — Powell’s Comments at Jackson Hole
August 25, 2023 — Fed Chair Jerome Powell’s speech at Jackson Hole was largely a confirmation of the Fed’s conundrum. Is the soft-landing economy with. . . .
Fixed Income
The Case for Active Fixed Income Management
August 18, 2023 — We’re currently in a pause period, where the Fed is weighing economic data to determine how much longer rates will need. . . .
ESG Solutions
The Sage ESG Top 5 — August 16, 2023
August 16, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
ESG Solutions
Understanding the Relationship Between CSR Reporting & ESG Ratings
August 16, 2023 — The Governance and Accountability Institute reported that in 2022, the percentage of companies in the Russell 1000 Index that published an. . . .