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
Cracks Appear in the Corporate Bond Market
October 23, 2023 — While credit spreads are far from showing signs of systemic stress, we have seen signs of a buyer “push-back” in the. . . .
Fixed Income
Investor Concern Shifts to the Long End — Fixed Income Outlook in 5 Charts
October 20, 2023 — After the increase in Treasury issuance in July, and concerns around the sustainability of the fiscal deficit, investors spoke loudly, demanding. . . .
Fixed Income
When the Tax Equivalent Yield Outpaces Cash
October 16, 2023 — A historic rise in municipal bond yields offers high-net-worth investors with an excellent opportunity to capture tax-free income in an asset. . . .
ESG Solutions
The Sage ESG Top 5 — October 12, 2023
October 12, 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
Anatomy of a Selloff
October 9, 2023 — In this Notes from the Desk, we look at how the change in financial conditions since the end of July has. . . .
ESG Solutions
The Sage ESG Top 5 — September 28, 2023
September 28, 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
As Fed Tightening Risks Wane, Other Risks Emerge — Fixed Income Outlook in 5 Charts
September 14, 2023 — A resilient labor market and slowing inflation suggests that the FOMC is done hiking rates. While the growth and inflation picture. . . .
Municipal Fixed Income
The Benefits of Active Management for Municipal Bonds
September 14, 2023 — The municipal market is in the best fiscal condition it’s seen in over two decades and liquidity reserves are at their. . . .
ESG Solutions
The Sage ESG Top 5 — September 7, 2023
September 7, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .