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
Build America Bonds — Promises Made, Promises Broken
March 1, 2013 — The Build America Bond (BAB) program, established under the American Recovery and Reinvestment Act in 2009, was touted by the Obama. . . .
Fixed Income
U.S. Election Macro Review
November 1, 2012 — The status quo outcome of the elections was a victory for Democrats and President Obama’s administration. This was countered to some. . . .
Insurance
Insurance Investment Trends, ETFs Offer Smart Solutions
August 1, 2012 — Since 2008 the insurance industry has been facing a variety of business challenges that put outsized demands on their investment activities.. . . .
Retirement
Multiemployer Pension Plans — Many Complex Challenges, Few Simple Solutions
November 1, 2019 — Multiemployer defined benefit (DB) pension plans, also known as union plans or Taft-Hartley plans, are often described as the smaller and. . . .
Fixed Income
Bonds are Better, Part 2! Expanded Allocation Strategies
January 1, 2009 — Over the last couple months market strategists, money managers and more recently the media have been highlighting the attractive yields and. . . .
Retirement
Private DB Plans at Sea — Recovering from the 2008 Dive
January 1, 2009 — For the last few years, private defined benefit (DB) plans have been enjoying high equity returns, cruising leisurely in calm market. . . .
Fixed Income
Bonds are Better! The Right Tactical Choice for 2009
November 1, 2008 — Investing during the last several weeks within an environment of rapidly declining asset values and record volatility has been more about. . . .
Fixed Income
Sage Advice Special Report 1Q2008
March 31, 2008 — Structured investment vehicles, or SIV’s for short, were created by offshore investment companies that sell short-term securities to purchase higher yielding. . . .
Fixed Income
Municipal Market Monitor
December 31, 2007 — The municipal market just experienced one of the most volatile quarters in recent history. With the repricing of risk that occurred. . . .