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 Edge of the Map
November 3, 2025 — Expectations were high for the FOMC to deliver a dovish outcome in last week’s rate decision. As anticipated, the Fed lowered. . . .
Fixed Income
The Specter of Funding Stress
October 27, 2025 — In a previous Notes prior to the September FOMC meeting, we wrote that the Fed’s balance sheet runoff and increased Treasury bill issuance. . . .
Fixed Income
Consumer Strength Anchors Bank Earnings
October 20, 2025 — US banks delivered robust earnings this quarter, driven by continued expansion in net interest income and strong fee revenues. Although isolated events. . . .
Fixed Income
Hiring Hits a Wall: Private Labor Data Flags Economic Softness
October 13, 2025 — In a world that clings to every labor data release for clues about potential shifts in monetary policy, the absence of. . . .
Fixed Income
Corporate Bond Supply: A Non-Issue for Spreads?
October 6, 2025 — Following the tariff disruptions in April, improving financial conditions have supported asset markets and spurred corporate interest in public debt financing.. . . .
Responsible Investing
Responsible Investing Compendium
October 5, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Fixed Income
Steady Growth, Shifting Yields — Fixed Income Outlook in 5 Charts
October 2, 2025 — Despite a brief import-driven dip in Q1, the US economy continues to expand at a moderate pace, supported by resilient consumer. . . .
Fixed Income
Stuck in the Middle
September 29, 2025 — The August PCE inflation report confirmed that price pressures remain stuck in a holding pattern. Headline PCE rose 0.26% month-over-month and. . . .
Fixed Income
Tariff Risk Is Manageable for US Pharma
September 26, 2025 — New drug tariffs are here — but thanks to $325B in US manufacturing investments, domestic pharma is well-positioned to weather the. . . .