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
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. . . .
Fixed Income
September Fixed Income Outlook in 5 Charts
September 12, 2019 – Sage provides an outlook for fixed income in 5 charts.
ESG Solutions
ESG Case Studies — Bank of America, Cenovus Energy, VMware
August 19, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the key holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios.. . . .
ESG Solutions
Debatable, Yet Undeniable – Taking Responsibility for Climate Change
August 5, 2019 – My recent visit to the Arctic was both breathtaking and disturbing. It is a naturalist’s wonderland, offering many opportunities to appreciate. . . .
Retirement
Feeling Insecure About the SECURE Act?
August 1, 2019 – After the SECURE Act passed quickly through the House of Representatives on May 23 with near-unanimous support, it has unfortunately stalled. . . .
Insurance
The Increasing Use of ETFs by Insurance Companies
July 22, 2019 — Last September, we posted a note highlighting the overwhelmingly positive motivation for considering the use of exchange traded funds (ETFs) by. . . .
Fixed Income
July Fixed Income Outlook in 5 Charts
July 16, 2019 – Sage provides an outlook for fixed income in 5 charts.