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
Financial Market Liquidity After Tax Day
April 16, 2024 — The abundance of financial market liquidity has served as a tailwind for markets over the past six months, buoying equity and. . . .
ESG Solutions
The Sage ESG Top 5 — April 11, 2024
April 11, 2024 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Fixed Income
Labor Underpins Economic Expansion Despite Concentration
April 8, 2024 — The headline payroll growth for March exceeded all estimates, with nonfarm payrolls growing by 303k on the month, above a strong. . . .
Fixed Income
First Quarter Scoreboard and Themes
April 1, 2024 — Strong economic data coupled with a Fed that has largely minimized its inflation fighting stance has resulted in a solid start. . . .
Fixed Income
Fixed Income Volatility Reverting to Pre-Hike Levels
March 27, 2024 — Strong economic data, particularly inflation readings that have been stickier than expected, resulted in a shift higher in the path of. . . .
ESG Solutions
The Sage ESG Top 5 — March 27, 2024
March 27, 2024 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Municipal Fixed Income
Megacities Plagued by Commercial Real Estate Challenges
March 25, 2024 — Numerous “megacities” rely heavily on commercial real estate property tax revenue at a time when the CRE market is on the precipice. . . .
Fixed Income
The Great Escape (From Negative Rates)
March 25, 2024 — Just as the Bank of Japan finally joined in on hiking policy rates, it’s found itself alone at the party. In. . . .
Fixed Income
Buckle Up – A March FOMC Preview
March 18, 2024 — This week’s meeting is the first in 2024 where the FOMC will reveal its outlook for the policy rate.