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
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. . . .
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. . . .
Fixed Income
The Starting Line for the US Yield Curve
January 6, 2025 — Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term. . . .
Insurance
Surveying the Insurance Industry: 2025
January 3, 2025 — A roundup of Sage’s top insurance reads by Greg Cobb, Sage Director of Insurance Solutions.
Municipal Fixed Income
The Most Wonderful Sector of the Year . . . for Munis
December 19, 2024 — Prepaid gas bonds are issued by municipal agencies to secure a long-term supply of natural gas or other form of energy. . . .
Municipal Fixed Income
A Deep Dive on Prepaid Gas Bonds
December 19, 2024 — Prepaid gas bonds are the fastest growing sector in the Intermediate Municipal Bond Index. It continues to offer a significant yield. . . .
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. . . .