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.
Municipal Fixed Income
Now is the Time to Reduce BBB Credit Risk to Protect Against Principle Loss
March 18, 2019 — Due to an extremely strong technical environment, municipal yields have experienced a significant decline from the highs of 2018.
Tactical ETF
Putting Trade into Context: Sage’s Outlook on Emerging Markets
March 15, 2019 — For over a year, U.S.-China trade tensions have seized investor sentiment and dominated headlines. While tariffs and a potential resolution to. . . .
Municipal Fixed Income
A Reason to Love the MTA
March 7, 2019 — Due in part to ongoing fiscal challenges, New York’s Metropolitan Transportation Authority (MTA) bonds are currently trading at attractive levels.
Fixed Income
Consumer Staples is No Longer a Safe Harbor for Bond Investors
March 6, 2019 — Not so long ago, Consumer Staples was one of the safest sectors for corporate bond investors. The sector was filled with. . . .
Tactical ETF
Looking Beyond Yield in a Multi-Asset Income Strategy
February 28, 2019 — Multi-asset income (MAI) strategies can be an excellent fit for investors who need higher levels of income and have a more. . . .
Tactical ETF
February Equities Outlook in 5 Charts
February 27, 2019 — The U.S. consumer remains a bright spot amid slowing economic activity abroad and a cooling U.S. corporate sector.
Fixed Income
February Fixed Income Outlook in 5 Charts
February 25, 2019 — By pausing rate hikes and slowing quantitative tightening, the Federal Reserve has supported equities and other risk assets; valuations have since. . . .
ESG Solutions
ESG Perspectives: ETF Sponsor Stewardship Survey
February 22, 2019 — Late last year, Sage conducted its 2018 ETF Sponsor Stewardship Survey. Given the aggressive growth and development of the ETF industry,. . . .
Municipal Fixed Income
The Four Seasons of Muni Bond Investing
February 14, 2019 — Timing is everything. For a municipal bond investor, annual seasonal trends can provide great entry and exit points, if executed properly.