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
Municipal Sector Insight: Higher Education
February 1, 2019 — The Higher Education sector represents one of the safer areas of the municipal market due to a national priority placed on. . . .
Retirement
Pensions: Don’t Repeat Mistakes of the Past
January 30, 2019 — In 2019, by most accounts, corporate defined benefit (DB) plans are pretty well-funded. Their equity allocations benefited from the 10-year bull. . . .
Fixed Income
Sage Is in the “No More Rate Hikes” Camp
January 22, 2019 — While investors have focused on the recent stock market recovery, one important development has largely been overlooked: the end of the. . . .
Fixed Income
Energy’s Sharp Rebound Reflects Dramatic Sentiment Shift
January 18, 2019 — While a further rally in risk assets and compression in credit spread will require a follow-through by the Fed as a. . . .
Fixed Income
5 Reasons to Favor Core Fixed Income in 2019
January 11, 2019 — Even after factoring in some spread widening during the year, Sage believes 3% to 4% return is easily achievable for core. . . .
Municipal Fixed Income
Municipal Bonds: The Turtle That Keeps on Winning!
January 8, 2019 — Both classic and modern literature have countless stories of seemingly outmatched opponents finding a way to persevere and even prevail, despite. . . .
Fixed Income
Crossing the Rubicon – Yield Curve Inversion
December 7, 2018 — In 49 BCE a provincial governor named Julius Caesar and a single legion of troops crossed a small stream in northern. . . .
Fixed Income
Cash Management Landscape: Rates and Reform Lead to a Sea Change
December 7, 2018 — Over the last two years, a dramatic shift has taken place in what is typically the least dramatic allocation within a. . . .
Fixed Income
Is Corporate Leverage Offering a Warning Sign?
December 6, 2018 — As several market observers have written, corporate leverage continues to increase. Specifically, leverage, or the ratio of a company’s debt to. . . .