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.

Insurance
Delivering Collaborative and Custom Investment Solutions to the Captive Industry
October 1, 2021 — Sage has over 25 years of demonstrated experience in the management of investment portfolios for the captive industry. We operate across. . . .
Fixed Income
The Winners and Losers of the Great Reflation Trade
September 14, 2021 — Not all commodities have benefitted equally in the reflation/economic reopening trade. Some have long-term structural supply/demand imbalances, while others have seen. . . .
Fixed Income
Fixed Income Returns & Rising Rate Environments
September 10, 2021 — Given the large moves in interest rates over the past 12 months, investors are focused on the near-term direction of rates.. . . .
Fixed Income
Are Markets Prepared for the Fed to Taper QE?
August 24, 2021 — Fueled by stimulus and pent-up demand from the Covid-induced recession, the U.S. economy staged one of the sharpest recoveries in the. . . .
ESG Solutions
ESG Highlights & Holdings — Micron Technology
August 23, 2021 — Micron Technology, Inc. is an American semiconductor company that produces a variety of memory and storage products. Micron is the fifth. . . .
ESG Solutions
Creating Impact With Sage’s New Impact Bond SMA Strategy
August 12, 2021 — The issuance of green, social, and sustainability bonds reached $3.2 trillion in the first half of 2021 and is on track. . . .
Insurance
Insuring Disaster: The Largest Insurers Are Unprepared for Climate Risks
August 10, 2021 — If the core business of insurance is the assessment, pricing, and management of risk, the industry is woefully unprepared in one. . . .
ESG Solutions
2021 Annual ETF Stewardship Survey
July 20, 2021 — Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf. . . .
Fixed Income
How Low Can We Go? High-Yield Spreads and Defaults Fall as Balance Sheets Improve
July 13, 2021 — Sage’s Ryan O’Malley weighs in on the insatiable demand for high-yield issuance and how the “great reopening” has caused struggling consumer-linked. . . .
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