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.
Municipal Fixed Income
A Muni Minute — Let’s Talk Turkey
November 15, 2022 — Despite a difficult return environment for fixed income this year, municipal bonds can provide investors with attractive relative performance, tax-free income,. . . .
Fixed Income
Lower Inflation – It’s Been a Long Time Coming
November 11, 2022 — Yesterday’s CPI print was up less than expected, meaning inflation is starting to show subtle signs of slowing. We still need. . . .
Fixed Income
BBBs Lagged in the Recent Risk Rally
November 9, 2023 — BBB corporate bonds make up greater than 50% of the investment grade corporate market, and they look particularly attractive here as. . . .
ESG Solutions
The Sage ESG Top 5 — Week of November 1
November 1, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Tactical ETF
Why Investing Early Matters (Animated Video)
Why do financial advisors talk about the importance of compounding investment returns? Most people don’t have as much time to invest and watch their money. . . .
Tactical ETF
Three Questions for Investors
October 19, 2022 — Sage’s Komson Silapachai answers three key questions on investors’ minds: when will the Fed stop raising rates, what will be the. . . .
ESG Solutions
A Sustainable Approach to Cash Management
October 19, 2022 — Effective cash management plays a critical role in a fully developed investment portfolio. It provides investors the key to both short-term. . . .
Fixed Income
A Cautionary Misalignment in High Yield
October 18, 2022 — While low liquidity in the cash bond index has caused spreads to stay tighter than fundamentals would suggest, the large amount. . . .
Fixed Income
Looking Past Near-Term Volatility — Fixed Income Outlook in 5 Charts
October 17, 2022 — The main factor for markets now is the path of US inflation. The Fed remains hyper focused on bringing down inflation. . . .