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
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. . . .
ESG Solutions
The Sage ESG Top 5 — March 16, 2023
March 16, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Municipal Fixed Income
Strong Fundamentals Prevail for Munis
March 13, 2023 — Despite sticky inflation and rapidly rising interest rates, municipalities continue to exhibit strong credit quality. Record tax collections, billions of dollars. . . .
Fixed Income
Fool’s Gold? Chasing Higher Yields in Short-Dated Bonds May Be Shortsighted
March 13, 2023 — During periods of inverted yield curves, investors may ask “why should I take on additional price/interest rate risk if I can. . . .
Municipal Fixed Income
Illinois Achieves Another Rating Upgrade, but Upside Still Remains for Investors
February 28, 2023 — Last Thursday, the State of Illinois achieved another milestone with its third one-notch rating upgrade from S&P over the last 19. . . .
ESG Solutions
Sage Evaluates 11 GICS Sectors for Sustainability Criteria
February 14, 2023 — In this report, Sage provides ESG Leaf Scores for each of the 11 sectors in the Global Industry Classification Standard (GICS).. . . .
ESG Solutions
Sage Advisory Joins the CFA DEI Code
February 13, 2023 — Diversity, equity, and inclusion (DEI) are crucial elements in the future of the investment industry and the success of investment firms.. . . .
ESG Solutions
The Sage ESG 50: An Annual Ranking of the Most Sustainable US Corporate Bond Issuers
February 7, 2023 — The consideration of ESG issues has become an essential component for investors to both manage risk and identify investment opportunities. A. . . .