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.
Municipal Fixed Income
Identifying Value Opportunities Amid Struggling Municipal Hospitals
October 5, 2022 — It has been a rough couple of years for US hospitals, having navigated the front lines of the Covid-19 pandemic and. . . .
ESG Solutions
The Sage ESG Top 5 — Week of September 30
September 30, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Fixed Income
How Much Cushion Does Fixed Income Provide?
September 21, 2022 — The long-awaited September FOMC statement and summary of economic projections arrived, and it met the expectation coming with a “hawkish” 75. . . .
ESG Solutions
2022 Annual ETF Stewardship Report
September 21, 2022 — Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf. . . .
Fixed Income
Brighter Return Prospects Despite Rate Volatility — Fixed Income Outlook in 5 Charts
September 19, 2022 — The market is currently pricing in the Fed to raise rates by an additional 175 bps through the end of 2022. . . .
Municipal Fixed Income
The Ghosts of Pension Future (Part 3)
September 6, 2022 — To establish fund solvency, a number of pension systems need to discover new and innovative solutions to long-standing issues. Here are. . . .
Municipal Fixed Income
The Ghosts of Pension Present (Part 2)
August 22, 2022 — It was not so long ago that pension problems were considered a longer-term challenge and there was plenty of time to. . . .
Municipal Fixed Income
The Ghosts of Pension Past
August 22, 2022 — Numerous factors have contributed to the current state of underfunding in public pension plans, which has sparked political finger-pointing, credit rating. . . .
Fixed Income
The Fed’s Not Done, But Close — Fixed Income Outlook in 5 Charts
August 21, 2022 — The Fed is likely to wrap up hiking rates by year-end, which is good news for fixed income investors.