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
Rate Relief and Mortgage Spread Compression
September 22, 2025 — In this week’s Notes from the Desk, we examine how the Fed’s latest rate cut is reinforcing the strength of the. . . .
Fixed Income
Rate Cut Marks Start of Fed’s Shift Toward Neutrality
September 17, 2025 — The Federal Reserve cut its benchmark interest rate by a quarter percentage point at the September FOMC meeting, lowering the federal. . . .
Fixed Income
What the Decline in ON RRP Means for Markets
September 15, 2025 — All eyes are on the FOMC this week, with markets broadly anticipating a rate cut. Market participants will be closely analyzing. . . .
Fixed Income
Rates on the Precipice
September 9, 2025 — Last week, the highly anticipated nonfarm payrolls report for August came in softer than expectations, printing just 22k jobs versus the. . . .
Fixed Income
Navigating Shifting Currents — Fixed Income Outlook in 5 Charts
September 5, 2025 — As the labor market shows signs of softening and growth momentum fades, the economic outlook remains clouded with uncertainty. Leading indicators. . . .
Responsible Investing
Video: Mission Driven Investing Overview
September 5, 2025 — At Sage, we believe investing isn’t just about returns — it’s about responsibility. For nonprofits, endowments, and foundations, every dollar should. . . .
Municipal Fixed Income
How Corporate Market Activity Supports Municipal Prepaid Gas Bonds
September 2, 2025 — The recent $18 billion acquisition of JDE Peet’s by Keurig Dr Pepper has implications that extend beyond the corporate bond market. . . .
Fixed Income
The Labor Market’s Tell
September 2, 2025 — Over the past month, the labor market has taken center stage in the debate over the near-term trajectory of Fed policy.. . . .
Fixed Income
Retailer’s Guide: Economic Takeaways from Retailer Earnings
August 27, 2025 — Tariffs are emerging as a key challenge, pressuring margins and prompting supply chain shifts, especially for retailers with heavy exposure to. . . .