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
Bed, Bath & Beyond: Weaker Demand and Supply Chain Issues Threaten a Mighty Discount Retailer
January 20, 2023 — Following this week’s news of Party City’s bankruptcy filing, we’re taking a closer look at the retail space. Another company we’ve. . . .
ESG Solutions
The Sage ESG Top 5 — January 19, 2023
January 19, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Fixed Income
Party City — Is the Party Over for the US Consumer?
January 18, 2023 — Party City, a popular retailer of party supplies and decorations, has filed for bankruptcy. While Sage was not involved in Party. . . .
ESG Solutions
Sage Responsible Investment Policy
This report outlines Sage’s Responsible Investment and Governance policies, including the responsibilities of both the ESG Investment Committee and ESG Research & Risk Analysis Team,. . . .
ESG Solutions
Sage Stewardship Policy
This report outlines Sage’s approach to stewardship, including our engagement policy and commitment to industry initiatives. Sage’s Stewardship Policy represents current practices in how the. . . .
Insurance
Insurance News You Can Use — Week of January 3, 2023
January 3, 2023 — A roundup of Sage’s top insurance reads by Greg Cobb, Sage Director of Insurance Solutions.
Municipal Fixed Income
‘Tis the Season . . . for a Muni Rally in January
January 3, 2023 — The “January Effect” will provide a supportive technical backdrop as investors look to rebalance asset allocations, including their municipal holdings.
Fixed Income
From Inflation to Recession Fears – An Opportunity in Core Fixed Income
December 15, 2022 — The Consumer Price Index (CPI) reading for November surprised to the downside for the second consecutive month, leading to the notion. . . .
ESG Solutions
The Sage ESG Top 5 — Week of November 21
November 21, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .