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
The Specter of a Trade War: 3 Questions on Tariffs and Markets
March 8, 2018 — At the dawn of the Trump administration a little over a year ago, equity investors were both hopeful and anxious. Hopeful. . . .
ESG Solutions
ESG Perspectives February 2018
February 16, 2018 — In our latest edition of ESG Perspectives, we explore new technology that turns garbage in to gas, provide a bottom-up ESG. . . .
Fixed Income
Speaking of Interest Rates
February 9, 2018 — When you live the life of a fixed income manager, it’s rare that a day passes without someone asking the question,. . . .
Tactical ETF
Recent Market Volatility: Four Key Questions Answered
February 9, 2018 — On Monday, February 5th the US equity market experienced its first 5% drawdown in 405 days. Three days later equities reached. . . .
Fixed Income
Investment Management Industry: Trends & Challenges
January 30, 2018 — An 18th century French proverb states that “the more things change the more they stay the same”.
Fixed Income
A Time for Concern: Bond Market Commentary
January 30, 2018 — Since the 2016 U.S. Presidential election there has been a surge in risk appetites as investors have reduced their preference for. . . .
Fixed Income
Dollar Tumbles, EM Debt Rumbles
January 29, 2018 — Fear and loathing of fixed income markets is standard protocol when monetary policy is in tightening mode. However, pervasive despair can. . . .
Fixed Income
Technically Speaking, the 10-Year Treasury Could Drift Higher
January 19, 2018 — Technical indicators can be a useful tool for bond managers, particularly when combined with traditional fundamental/valuation methods and good old fashion. . . .
Tactical ETF
Tactical View: Expect a Few Bumps
January 18, 2018 — Several of the technical/sentiment indicators we monitor are suggesting equities may be getting stretched.