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.

ESG Solutions
Impact Bonds Make a Comeback
August 16, 2022 — New issuance of green, social, and sustainability bonds markedly declined in the first half of 2022 due to the invasion of. . . .
Retirement
Investment Implications for Taft-Hartley Plans that Qualify for ARP Financial Assistance
As part of the American Rescue Plan Act of 2021 (ARP), distressed Taft-Hartley plans may qualify for a Special Financial Assistance (SFA) Program with no. . . .
ESG Solutions
The Misguided Vilification of ESG
August 11, 2022 — Comments made in recent weeks by political leaders illustrate that the real problem with ESG is not the tenets of ESG. . . .
ESG Solutions
The Sage ESG Top 5 — Week of August 11
August 11, 2022 — Sage’s Senior ESG Research Analyst Andrew Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
ESG Solutions
The Sage ESG Top 5 — Week of July 22
July 22, 2022 — 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
“De Minimis” Part 2: Tax Warning Becomes Reality
July 18, 2022 — Since 2017, there has been a dramatic shift in the coupon structure of municipal bonds. Traditional 5% coupon bond issuance declined. . . .
ESG Solutions
ESG Equity ETFs: 1H Performance
July 11, 2022 — The shift in Fed expectations has been the driving factor behind the correction in equities across the vast majority of sectors,. . . .
Municipal Fixed Income
Recessions Can Sting, But Munis Are Generally Slow To Feel Pain
July 8, 2022 — As the Federal Reserve continues to combat runaway inflation with interest rate hikes, many economic indicators are flashing red, suggesting that. . . .
Fixed Income
A Historic Bond Market Decline, Is an End in Sight?
July 7, 2022 — Fixed income funds have experienced the longest consecutive monthly net withdrawal streak on record. While it has been a painful transition. . . .
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