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
A Perfect Storm in the Bond Market
May 30, 2018 — A perfect storm in the bond market just occurred as Hurricane Fed crossed paths with an Italian tropical storm and U.S.. . . .
ESG Solutions
Moving from Clarity to Obscurity: Assessing the DOL’s Recent Guidance on ESG Investing
May 30, 2018 — This month’s edition of ESG Perspectives assesses the Department of Labor’s recent guidance on ESG investing, and outlines Sage’s approach to. . . .
Fixed Income
The Return of Inflation: A Relative Value Opportunity for Fixed Income Investors
May 15, 2018 — Interest rates have increased dramatically since the end of 2017 and are expected to continue climbing. How can fixed income investors. . . .
Tactical ETF
Rising Interest Rates: A Short Guide for ETF Investors
May 2, 2018 — A rising tide lifts all boats, but do rising rates lift all assets? The yield on 10-year Treasury notes rose above. . . .
ESG Solutions
Measuring the Impact of Your Municipal Bond ESG Portfolio
April 20, 2018 — Investors have long considered municipal bonds to be a way to invest in community-focused development, but measuring impact can be difficult.
Retirement
Now is the Time for Defined Benefit Plans to Reassess Risk
April 19, 2018 — In this piece, we explore the return of market volatility and the potential impact of market movements on a typical corporate. . . .
ESG Solutions
How Sage Measures the Impact of Municipal Bonds: Local Impact, Global Alignment
April 16, 2018 — Municipal bonds are one way to invest in community-focused development, but measuring impact can be difficult. In this report, Sage discusses. . . .
ESG Solutions
Sustainable Development Goals Video
March 23, 2018 — In this video, Nick Erickson discusses how Sage incorporates the UN’s Sustainable Development Goals into our Municipal ESG investment process.
ESG Solutions
ESG Case Studies: Levi Strauss, 3M, Wolverine Worldwide
March 22, 2018 — In our latest edition of ESG Perspectives, we take a deep dive into the sustainable practices of four well-known companies and. . . .