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.
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. . . .
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,. . . .
Fixed Income Outlook in 5 Charts
May 12, 2022 — Inflation continues to climb and the market is pricing in a higher terminal federal funds rate — where do the opportunities. . . .
The Sage ESG Top 5 — Week of May 5
May 5, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Between a Desert and a Dry Place
May 5, 2022 — To understand the challenges facing Las Vegas, it helps to know where its water comes from, how it is stored, and. . . .
Municipal Fixed Income
A Muni Minute: Tit-for-Tat
May 4, 2022 — Municipal investors often sift through various issues that include underfunded pensions, a lack of market liquidity, and inconsistent financial disclosure. However,. . . .
ESG Insights Compendium
June 1, 2022 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Are Bonds Dead . . . Again?
April 22, 2022 — The last six months have been historically painful for fixed income investors. This has many investors questioning how we got here.. . . .
Renewables Aren’t Renewable
April 21, 2022 — The Russia-Ukraine war has emphasized the EU’s dependence on Russian oil and provided an opportunity to discuss long-term energy sourcing. Many. . . .