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.
ESG Solutions
Understanding the Relationship Between CSR Reporting & ESG Ratings
August 16, 2023 — The Governance and Accountability Institute reported that in 2022, the percentage of companies in the Russell 1000 Index that published an. . . .
ESG Solutions
Sage ESG Leaf Score Ratings Upgrades and Downgrades 3Q23
August 15, 2023 — Compared to the tumultuous credit market environment that saw regional bank failures, forced bank mergers, and the collapse of Credit Suisse. . . .
Fixed Income
The Fed Is Likely Done Hiking: What’s Next — Fixed Income Outlook in 5 Charts
August 10, 2023 — Economic readings continue to point to a “soft landing” through the next few months, characterized by low and falling inflation and. . . .
ESG Solutions
Sage ESG Leaf Score Analysis of GICS Sectors 2H23
August 7, 2023 — In this report, we provide ESG Leaf Scores for each of the 11 sectors in the Global Industry Classification Standard (GICS).. . . .
Municipal Fixed Income
Muni Market – Halftime Adjustments for 2023
August 1, 2023 — It has been a good time to be invested in municipal bonds, and it may just get better. The first half. . . .
ESG Solutions
Sage Impact Bond Strategy Maintains Lead for 1H Despite Q2 Headwinds
August 1, 2023 — The Sage Impact Bond Strategy outperformed its benchmark YTD for Q2, with a return of 2.51% vs. 2.44% for the Bloomberg. . . .
ESG Solutions
The Sage ESG Top 5 — July 31, 2023
July 31, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Municipal Fixed Income
When Ratings Downgrades Present Buying Opportunities
July 21, 2023 — While the municipal bond market soured on Milwaukee earlier this year following a two-notch downgrade to BBB+ with a negative outlook. . . .
Fixed Income
Economy Coming In for a Landing After Inflation Turning Point — Fixed Income Outlook in 5 Charts
July 19, 2023 — Inflation is moving lower while the labor market remains strong, albeit exhibiting a decelerating trend. Rate markets are expecting one more. . . .