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
Facebook’s Fall: Why Considering ESG is Important in the Investing Process
August 3, 2018 — Long before Facebook revealed that 87 million users’ data may have been breached (April 2018), and even before it was revealed. . . .
Fixed Income
3 Questions for the Second Half
July 20, 2018 — If the volatility during the first half of 2018 was caused by fears of reflation and higher rates negatively impacting equities,. . . .
Retirement
LDI for Public Defined Benefit Plans: Split the Risk to Meet Objectives
July 19, 2018 — The rules governing public DB plans make the application of asset/liability management uniquely different from their corporate DB siblings. In this. . . .
ESG Solutions
Sage’s ESG Investment Philosophy: To Achieve Better Alignment
July 19, 2018 — Sage believes that the integration of ESG factor assessment will result in better investment outcomes for our clients and closer alignment. . . .
Tactical ETF
How to Invest with an Economy at Full Capacity
June 14, 2018 — According to the most recent jobs report, unemployment is the lowest it’s been in 18 years. At 3.8%, the unemployment rate. . . .
ESG Solutions
ESG Perspectives — The Mighty Millennials
June 1, 2018 — Millennials will soon represent over 50% of the American workforce, and their influence over the future of retirement plan asset growth. . . .
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. . . .