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.

Tactical ETF
ETF Positioning — Taking a Medium-Term View
March 24, 2023 — The last couple of weeks have been some of the most volatile for financial markets in a long time. The collapse. . . .
Fixed Income
Value, Regulation & Liquidity – How Sage Views the Banking Sector
March 24, 2023 — Our view on the banking sector has been based on three factors: value, regulation, and liquidity. In this piece, Sage addresses. . . .
ESG Solutions
Sage Scores Above Peer Group in Annual PRI Assessment
March 24, 2023 — Since 2017, Sage has been a signatory of the Principles for Responsible Investment (PRI), the world’s largest network of investors that. . . .
Municipal Fixed Income
National v. State-Specific Strategies: An Alternative Path to Maximum After-Tax Income
March 22, 2023 — When it comes to owning tax-exempt municipal bonds, the most significant benefit is the avoidance of federal income taxes on the. . . .
Fixed Income
Financial Stability Concerns Come to the Forefront — Fixed Income Outlook in 5 Charts
March 16, 2023 — Stresses from the US regional banking system as well as Credit Suisse have made the outlook for economic growth and Fed. . . .
ESG Solutions
The Sage ESG Top 5 — March 16, 2023
March 16, 2023 — 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
Strong Fundamentals Prevail for Munis
March 13, 2023 — Despite sticky inflation and rapidly rising interest rates, municipalities continue to exhibit strong credit quality. Record tax collections, billions of dollars. . . .
Fixed Income
Fool’s Gold? Chasing Higher Yields in Short-Dated Bonds May Be Shortsighted
March 13, 2023 — During periods of inverted yield curves, investors may ask “why should I take on additional price/interest rate risk if I can. . . .
ESG Solutions
ESG Insights Compendium
March 1, 2023 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
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