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
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,. . . .
Fixed Income
Refreshing the Fed’s Policy Framework
May 19, 2025 — Federal Reserve Chair Jerome Powell delivered the opening remarks at last week’s Thomas Laubach Research Conference, focusing on the Federal Open Market Committee’s (FOMC). . . .
Responsible Investing
Francis and Leo XIV: Faith, Finance, and a Greener Church
May 16, 2025 — The papacies of Pope Francis (2013–2025) and Pope Leo XIV (2025–present) represent critical junctures for the Catholic Church as it addresses. . . .
Asset Allocation
Video: ETF Model Portfolios
May 16, 2025 — Sage’s President and Co-CIO, Bob Smith, explores how ETF model portfolios help advisors in delivering scalable, individualized solutions to their clients.
Fixed Income
Inflation Expectations Hold Firm Amid Tariff Noise
May 13, 2025 — Despite the announcement of new tariffs, long-term inflation expectations—as measured by the 5y5y inflation rate—have remained stable. This rate, which reflects. . . .
Fixed Income
The Two-Faced Economy: Strong Data Amid Shaky Sentiment
May 6, 2025 — The current geopolitical climate has injected an extra dose of unpredictability for economic participants, as investment and consumption decisions for everyone. . . .
Fixed Income
The Ripple Effects of the US/China Trade Embargo
April 29, 2025 — In an interview last week, Treasury Secretary Scott Bessent characterized the trade situation with China as “unsustainable,” pointing to possible relief. . . .