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
Municipal Transportation Is Back . . . For Some Sectors
January 31, 2023 — The transportation sector makes up about 16% of the municipal bond index, and it was the hardest hit by Covid-19 in. . . .
Municipal Fixed Income
Tax-Loss Considerations for Municipal Bond Strategies
January 31, 2023 — For most investors, taking advantage of the tax code is a prudent investment strategy that may enhance realized after-tax returns. Sage. . . .
ESG Solutions
Impact Bonds: Bumps in the Road Give Way to a Smoother Ride Ahead
January 29, 2023 — Analysts are predicting a pronounced rebound in impact bond issuance for 2023. In this piece, Sage provides an outlook for impact. . . .
ESG Solutions
2022 Sustainability Report
January 24, 2023 — Sage’s 2022 Sustainability Report provides an in-depth look at our company’s ongoing commitment to sustainability. The report illustrates our dedication to. . . .
Fixed Income
Bed, Bath & Beyond: Weaker Demand and Supply Chain Issues Threaten a Mighty Discount Retailer
January 20, 2023 — Following this week’s news of Party City’s bankruptcy filing, we’re taking a closer look at the retail space. Another company we’ve. . . .
ESG Solutions
The Sage ESG Top 5 — January 19, 2023
January 19, 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
Party City — Is the Party Over for the US Consumer?
January 18, 2023 — Party City, a popular retailer of party supplies and decorations, has filed for bankruptcy. While Sage was not involved in Party. . . .
Insurance
Insurance News You Can Use — Week of January 3, 2023
January 3, 2023 — A roundup of Sage’s top insurance reads by Greg Cobb, Sage Director of Insurance Solutions.
Municipal Fixed Income
‘Tis the Season . . . for a Muni Rally in January
January 3, 2023 — The “January Effect” will provide a supportive technical backdrop as investors look to rebalance asset allocations, including their municipal holdings.