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
Is the Labor Market Weak Enough to Warrant a 50 Basis Point Fed Cut?
September 9, 2024 — Last week, the long-awaited labor data showed a weakening labor market, but didn’t give clear signals for the Fed to cut. . . .
Responsible Investing
Re-imagining the US Maritime Industry
September 6, 2024 — Maritime shipping, shipbuilding, and port infrastructure are seen by many nations around the globe as key strategic areas to address for. . . .
Fixed Income
The Time Has Come
August 26, 2024 — Last week Fed Chair Jerome Powell made his long-awaited remarks at the Fed’s annual Jackson Hole Economic Symposium, where he solidified. . . .
Retirement
The Pitfalls of Predicting Market Returns: Analyzing Capital Market Assumptions Over the Past Decade
August 23, 2024 — Consultants and asset managers use capital market assumptions (CMAs) to inform their expectations for asset returns and risks and to guide. . . .
Responsible Investing
Clean Energy in America: The Inflation Reduction Act Turns Two
August 22, 2024 — When the Inflation Reduction Act (IRA) was signed into law by President Biden two years ago, many were hailing the “Green. . . .
Responsible Investing
Sage Responsible Investment Policy
This report outlines Sage’s Responsible Investment and Governance policies, including the responsibilities of both the Investment Committee and Research & Risk Analysis Team, and the. . . .
Responsible Investing
Sage Stewardship Policy
This report outlines Sage’s approach to stewardship, including our engagement policy and commitment to industry initiatives. Sage’s Stewardship Policy represents current practices in how the. . . .
Fixed Income
Signal Through the Noise
August 12, 2024 — The unwind of the yen carry trade on the morning of August 5th injected a level of volatility in markets reserved only. . . .
Responsible Investing
Global Sustainability Spotlight: The Future of Commercial Aviation
August 9, 2024 — This week we’re exploring the commercial aviation industry. Although the industry is responsible for only a small percentage of global emissions,. . . .