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.
Responsible Investing
The Big Tech and Nuclear Power Alliance
October 18, 2024 — The nuclear power revival continues to build in force in the United States thanks in part to a growing list of. . . .
Fixed Income
Inflation Expectations Rising But Shouldn’t Derail Fed Cuts
October 14, 2024 — After a string of negative surprises throughout the summer, economic data releases have surprised to the upside in recent weeks, illuminating. . . .
Fixed Income
Yields Rise as Strong Labor Markets, “Goldilocks” Economy in Focus
October 7, 2024 — Long-term US Treasury yields rose last week as investors digested mixed economic data that reinforced the idea of a “Goldilocks” economy. . . .
Responsible Investing
Climate Risks and Fiduciary Duty
October 3, 2024 — The devastation caused by Hurricane Helene is an unfortunate but timely reminder of the importance for US stakeholders to prioritize the. . . .
Fixed Income
The China Factor
September 30, 2024 — After the FOMC opened the door to a more aggressive easing path, policymakers in China followed suit with their own “bazooka”. . . .
Fixed Income
Easing into a Solid Economy
September 23, 2024 — A highly anticipated rate cut materialized last week, with the Fed delivering an outsized 50 basis point cut. Based on the. . . .
Fixed Income
Fed Delivers Jumbo Cut Amid A Divided Committee
September 19, 2024 — The FOMC initiated its long-awaited policy action with an outsized 50 basis point cut, lowering the federal funds rate from a. . . .
Responsible Investing
Responsible Investing ETFs: Here for the Long Term
September 12, 2024 — In 2024, the Responsible Investing (“RI”) ETF space has navigated a dynamic and complex landscape, marked by significant shifts in investor. . . .
Municipal Fixed Income
Heavy Summer Bond Issuance By Texas School Districts Creates Value Opportunity For Municipal Investors
September 11, 2024 — In Texas, heavy population inflows over the last several years have created significant infrastructure needs throughout the state, particularly for new. . . .