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.
Responsible Investing
Responsible Investing Compendium
February 1, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Responsible Investing
2024 Sustainability Report
January 27, 2025 — Sage’s 2024 Sustainability Report provides an in-depth look at our company’s unwavering commitment to sustainability. The report illustrates our dedication to. . . .
Municipal Fixed Income
Big Trouble in Little Oakland
January 27, 2025 — Chronic financial mismanagement, overly optimistic revenue assumptions, and poor governance have left Oakland spending far more than it collects in tax. . . .
Fixed Income
Will Government Jobs Remain a Pillar of Labor Market Strength?
January 27, 2025 — President Trump began his second term last week with a flurry of executive actions, including a federal hiring freeze over 90. . . .
Responsible Investing
The Trump Administration’s Impact on Sustainable and Religious Values-Based Investing
January 24, 2025 — The inauguration of President Donald Trump this week has ushered in significant policy changes that stand to reshape the current landscape. . . .
Municipal Fixed Income
Sage’s National Municipal Strategies Avoided California Wildfire Risk
January 23, 2025 — Without a doubt, the wildfires in Central California are one of the most tragic events to hit our nation. Since Sage. . . .
Responsible Investing
Tackling Methane Emissions in America
January 17, 2025 — History finds a way of repeating itself. Although it took nearly the full term to complete (August 2020), President Trump was. . . .
Fixed Income
Video: Sage’s 2025 Fixed Income Outlook
January 13, 2025 — Sage’s Chief Investment Strategist Rob Williams discusses key market drivers for fixed income in 2025 and how Sage is positioned in. . . .
Tactical ETF
Video: Sage’s 2025 Market Outlook
January 13, 2025 — Sage’s Chief Investment Strategist Rob Williams discusses key market drivers for 2025 and how Sage is positioned in the current environment.