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 Ripple Effects of the US/China Trade Embargo
April 29, 2025 — In an interview last week, Treasury Secretary Scott Bessent characterized the trade situation with China as “unsustainable,” pointing to possible relief. . . .
Responsible Investing
Pope Francis: An Environmental Stalwart, Requiescat in Pace
April 25, 2025 — This week, the world mourned the passing of Pope Francis, a pontiff whose 12-year papacy left an indelible mark on the Catholic. . . .
Fixed Income
Balancing Treasury Market Stability and Systemic Risk
April 21, 2025 — In an interview last week Treasury Secretary Scott Bessent, who has been vocal about his desire to lower the 10-year rate,. . . .
Fixed Income
Bond Trauma
April 14, 2025 — There are decades where nothing happens, and then there are weeks where decades happen. Last week, the tariff stress that shocked. . . .
Fixed Income
The Path Forward After the Tariff Shock
April 7, 2025 — Last week President Trump announced tariffs on nearly all US trading partners, a move that far exceeded the most pessimistic expectations. . . .
Responsible Investing
Responsible Investing Compendium
April 3, 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
Unpacking Uncertainty
March 31, 2025 — In recent weeks, market volatility has surged, driven by uncertainty surrounding the growth picture and Washington’s economic policy, particularly tariffs and. . . .
Fixed Income
Peering Under the Hood of Auto and Credit Card ABS: Insights into US Consumer Resilience
March 17, 2025 — In previous Notes, we have explored asset-backed securities (ABS) backed by data centers and critical AI infrastructure. In this week’s edition,. . . .
Fixed Income
The US Consumer’s Economic Test
March 10, 2025 — In the aftermath of the pandemic, the resilience of the US consumer has been a cornerstone of the economic recovery. Despite. . . .