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 — April 27, 2023
April 27, 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
Sage Downgrades ESG Ratings for Banking, Rail Names
April 20, 2023 — Each quarter, Sage analyzes a universe of approximately 1,500 issuers to determine their ESG Leaf Score, which is based on a. . . .
ESG Solutions
Sage Impact Bond Strategy Outperforms in Q1
April 20, 2023 — The following report highlights impact bond issuance trends and the Sage Impact Bond Strategy’s performance and holdings for Q1.
ESG Solutions
The Sage ESG Top 5 — April 3, 2023
April 3, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Tactical ETF
ETF Positioning — Taking a Medium-Term View
March 24, 2023 — The last couple of weeks have been some of the most volatile for financial markets in a long time. The collapse. . . .
Fixed Income
Value, Regulation & Liquidity – How Sage Views the Banking Sector
March 24, 2023 — Our view on the banking sector has been based on three factors: value, regulation, and liquidity. In this piece, Sage addresses. . . .
ESG Solutions
Sage Scores Above Peer Group in Annual PRI Assessment
March 24, 2023 — Since 2017, Sage has been a signatory of the Principles for Responsible Investment (PRI), the world’s largest network of investors that. . . .
Municipal Fixed Income
National v. State-Specific Strategies: An Alternative Path to Maximum After-Tax Income
March 22, 2023 — When it comes to owning tax-exempt municipal bonds, the most significant benefit is the avoidance of federal income taxes on the. . . .
Fixed Income
Financial Stability Concerns Come to the Forefront — Fixed Income Outlook in 5 Charts
March 16, 2023 — Stresses from the US regional banking system as well as Credit Suisse have made the outlook for economic growth and Fed. . . .