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.

 
Sage Eats: Memorial Day 2024
May 23, 2024 — In our fifth annual Memorial Day “Sage Eats” video, Michael Walton, Jessica Hernandez, and Nick Barnard prepare a delicious spread on. . . .
Fixed Income
All Aboard the MBS Train
May 20, 2024 — The agency MBS sector has emerged as one of the best relative valuation opportunities in the fixed income market over the. . . .
Responsible Investing
Global Sustainability Spotlight: News & Views
May 16, 2024 — Sage’s Senior Research Analyst Andy Poreda provides insight on the top sustainability news stories of the week. Included in this week’s. . . .
Fixed Income
Weakening Data Signals a Downward Shift in Interest Rates
May 16, 2024 — After rising in response to better than expected economic data through the first 4 months of the year, bond yields reversed. . . .
Fixed Income
All Eyes on Inflation this Week
May 13, 2024 — The Bureau of Labor Statistics will release April CPI data on Wednesday. Consensus calls for an increase of 0.3% in core. . . .
Municipal Fixed Income
Once Destined for the Muni Graveyard, Historically Challenged Issuers Come Back to Life
May 7, 2024 — The following three issuers, all of which are Sage holdings, have undergone significant fundamental turnarounds.
ESG Solutions
The Sage ESG Top 5 — April 30, 2024
April 30, 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
Fed, Treasury Refunding Preview
April 29, 2024 — On Wednesday, the FOMC will release its May policy statement, which will not contain any accompanying “Fed dots” or economic projections,. . . .
Responsible Investing
Green Shoots Welcome Spring in the Impact Bond Market
April 23, 2024 — After 2022 saw the first contraction in global impact bond issuance in 10 years, 2023 issuance rebounded to just under $1. . . .
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