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.
Fixed Income
2022 Fixed Income Outlook: What Follows the Great Repricing?
December 13, 2021 — Read Sage’s 2022 Fixed Income Outlook Q&A with Thomas Urano, Managing Partner, Portfolio Management.
ESG Solutions
Sage’s Corporate Climate Report
December 9, 2021 — This year has brought record-breaking floods, heatwaves, wildfires, and a fresh energy crisis. With more frequent and severe climate events and. . . .
Municipal Fixed Income
The Hidden Tax Consequences of Owning Municipal Bonds
December 6, 2021 — While tax-exempt municipal bonds are often used as part of a tax-savings strategy, in some instances these bond proceeds can be. . . .
Fixed Income
No, 60/40 is Not Dead
December 1, 2021 — A recent trend in commentaries has had some disturbing elements, including suggestions that a traditional 60/40 portfolio no longer provides diversification.. . . .
Municipal Fixed Income
The More Things Change, the More They Stay the Same
December 1, 2021 — In “A Muni Minute,” Sage explains why recent ratings upgrades for the State of Illinois maybe short-lived and provides an alternative. . . .
ESG Solutions
ESG Highlights & Holdings — The Walt Disney Company
November 30, 2021 — The Walt Disney Company is an American multinational media and entertainment conglomerate operating in multiple segments including media networks, studio entertainment,. . . .
Fixed Income
Infrastructure Investment & Jobs Act: Patching Potholes
November 22, 2021 — Last Monday, President Biden signed into law the $1.2 trillion Infrastructure Investment and Jobs Act (IIJA), which includes $550 billion of. . . .
Thanksgiving Video 2021
We hope everyone has a wonderful Thanksgiving and start to the holiday season!
Fixed Income
The Forecast for Fixed Income Returns – Better Than You Might Expect
November 10, 2021 — We have reached a pivotal point in both the economic and monetary policy cycle, and uncertainty for fixed income is high.. . . .