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.
ESG Solutions
Highlights and Holdings Delta Air Lines
November 25, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We. . . .
ESG Solutions
Highlights and Holdings — Prudential Financial
November 11, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We. . . .
Veterans Day
November 8, 2019 — Join us this Veterans Day as we honor the men and women who devotedly serve, protect, and defend our country. We. . . .
ESG Solutions
Highlights and Holdings — Edison International
October 30, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We. . . .
ESG Solutions
How to Identify Potential Clients for ESG Investing
October 29, 2019 — Three simple questions you can ask all of your clients and prospective clients who may be interested in Environmental, Social, and. . . .
ESG Solutions
Is There a Future for Nuclear Power in America?
September 30, 2019 — With climate change growing increasingly relevant today, we provide a balanced assessment examining the idea of nuclear power as an alternative. . . .
Fixed Income
3 Reasons Now is the Time to Sell High-Yield
September 25, 2019 – In recent weeks, Sage has become more cautious on lower-quality corporate bonds. Our caution is based on the following signals.
ESG Solutions
The Good, the Bad, and the Ugly – An Austin Energy Project Gone Awry
September 24, 2019 — In this month’s ESG Perspectives, we examine a municipal bond offering that, on the surface, appears to be a sustainable investment.. . . .
Tactical ETF
September Equities Outlook in 5 Charts
September 16, 2019 – Global growth continues to slow, and the escalation in the trade war, weakness in U.S. data, and politics have increased the. . . .