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
Cooling on the Surface, Steady at the Core: Retail Sales Tell a Mixed Tale
June 24, 2025 — Retail sales may have stumbled in May, but don’t count the consumer out just yet. While the headline number showed the. . . .
Fixed Income
Energy is the New Inflation Wildcard
June 16, 2025 — Inflation may be cooling, but oil is heating things up. While recent data shows core prices easing, rising energy costs —. . . .
Fixed Income
Q2 GDP Set to Soar—Thanks to This Trade Twist
June 9, 2025 — A surge in imports ahead of potential tariffs distorted Q1 GDP, making the economy appear weaker than it is. Now, with. . . .
Fixed Income
A Reality Check on GSE Privatization
June 4, 2025 — Recently, there has been a renewed push from policymakers in Washington to explore the privatization of the government-sponsored enterprises (GSEs) Fannie. . . .
Responsible Investing
Jewish Values-Based Investing: Creating a Framework for Success
June 4, 2025 — Jewish Values-Based Investing (JVBI) is an approach that aligns financial decisions with the ethical and moral principles rooted in Jewish teachings,. . . .
Fixed Income
MBS Opportunities Amid Quiet Housing Market
June 2, 2025 — The US housing market remains in a state of inertia. Despite the arrival of the spring selling season, both new and. . . .
Responsible Investing
Responsible Investing Compendium
May 22, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Sage Eats: Memorial Day Weekend 2025
May 21, 2025 — In our sixth annual Memorial Day Weekend “Sage Eats” video, Michael Walton, Mel McCarley, and Roberto Williams prepare a delicious spread. . . .
Insurance
A Safe Harbor for a Stormy Investment Environment
May 19, 2025 — The US bond and equity markets have faced significant volatility this year, driven by a confluence of factors, including trade tariffs,. . . .