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
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. . . .
Fixed Income
Fedspeak Lifts Markets
December 4, 2023 — Last week’s data releases signaled continued slowing inflation, and commentary from key FOMC members suggests that the Fed is prepared to. . . .
ESG Solutions
The Sage ESG Top 5 — November 30, 2023
November 30, 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
Issuance and Inflation Concerns Abate, Providing Relief for Bonds — Fixed Income Outlook in 5 Charts
November 22, 2023 — Bond markets found some relief in recent weeks as the Treasury’s bond issuance calendar signaled their intention to slow the pace. . . .
Fixed Income
Bond Markets Rejoice as Inflation Moderates
November 20, 2023 — Last week produced a flurry of inflation data points, and the bottom line is that inflation is moderating but we’re not. . . .