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
Fixed Income Year in Review
December 17, 2024 — As the year comes to a close, we revisit some of the key market themes and moves for 2024.  The “rates. . . .
Fixed Income
Three Questions for 2025
December 9, 2024 — Fixed income markets face key questions that will shape their direction in the year ahead. Could the disinflationary trend of recent. . . .
Fixed Income
‘Tis The Season for Corporate Credit
December 2, 2024 — The combination of an economic expansion, an easing Federal Reserve, and expectations of expansionary fiscal policy have propelled corporate bond spreads to. . . .
Responsible Investing
Responsible Investing Compendium
December 1, 2024 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Fixed Income
Guide to Bond Portfolio Expectations
November 30, 2024 — There are a few key mechanics to understand when investing in bonds. When purchasing a bond on the secondary market, two. . . .
Fixed Income
What SLOOS Tells Us About Credit and the Economy
November 18, 2024 — A Republican-controlled government should result in less regulation of the banking sector, potentially loosening rules and easing credit availability. Meanwhile, the. . . .
Fixed Income
The Dash from Cash
November 15, 2024 — With the Federal Reserve well into its rate-cutting regime, the landscape for money market funds is changing. These safe, liquid assets. . . .
Fixed Income
Red-Wave Recalibration: Navigating the Post-Election Market Shift
November 11, 2024 — The results of last week’s elections have rippled through financial markets. With a “Red Sweep” in Washington likely, markets are now. . . .
Responsible Investing
Coal’s Elongated Future
November 8, 2024 — Coal power is affordable and reliable, and globally there are reserves to last decades, if not centuries (e.g., the US EIA. . . .