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.
Responsible Investing
Sage Evaluates 11 GICS Sectors for Sustainability Risks and Opportunities
July 18, 2024 — We assess 1,500 corporate issuers quarterly using our Sage ESG Leaf Score® Methodology. This custom framework includes quantitative and qualitative analysis. . . .
Fixed Income
Waning Inflation Increases Likelihood of Rate Cuts
July 15, 2024 — Last week’s soft inflation data and recent weakening labor make it increasingly likely that the Fed will cut rates starting in. . . .
Fixed Income
Webinar: Exploring Passive’s Potential in Bonds
Passive strategies have transformed equities investing – is fixed income next? Join S&P DJI, BlackRock, and Sage Advisory as they discuss the advantages of an. . . .
Responsible Investing
Global Sustainability Spotlight: The Nuclear Power Renaissance
July 11, 2024 — This week, we’re exploring the nuclear power value chain. As momentum toward a nuclear renaissance continues around the globe, there will. . . .
Fixed Income
Bonds in the Balance: Navigating the Fed’s Interest Rate Seesaw
July 9, 2024 — How does fixed income typically behave during Fed interest rate cycles? We measured yield levels, curves, and credit spreads, as well. . . .
Fixed Income
Does Election Season Influence the Fed’s Decisions?
July 1, 2024 — There’s a debate about whether the timing of US presidential elections impacts the Federal Reserve’s policy choices. In this week’s newsletter,. . . .
Responsible Investing
Responsible Investing Compendium
July 1, 2024 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Municipal Fixed Income
Old School v. New School – Not All Tobacco Bonds Are the Same
June 20, 2024 — While the investment grade tobacco index has outperformed the municipal broad market index by almost 150 bps YTD through May, the. . . .
Responsible Investing
Global Sustainability Spotlight: Water Supply
June 20, 2024 — This week we’re taking a broad look at one of the world’s biggest challenges: water supply. While future fears of a. . . .