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.
Municipal Fixed Income
Heavy Summer Bond Issuance By Texas School Districts Creates Value Opportunity For Municipal Investors
September 11, 2024 — In Texas, heavy population inflows over the last several years have created significant infrastructure needs throughout the state, particularly for new. . . .
Fixed Income
Is the Labor Market Weak Enough to Warrant a 50 Basis Point Fed Cut?
September 9, 2024 — Last week, the long-awaited labor data showed a weakening labor market, but didn’t give clear signals for the Fed to cut. . . .
Responsible Investing
Re-imagining the US Maritime Industry
September 6, 2024 — Maritime shipping, shipbuilding, and port infrastructure are seen by many nations around the globe as key strategic areas to address for. . . .
Responsible Investing
Responsible Investing Compendium
September 1, 2024 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Fixed Income
The Dash from Cash
August 28, 2024 — Over the past two years, money market investors have benefitted from higher returns with little risk. But with the Federal Reserve. . . .
Fixed Income
The Time Has Come
August 26, 2024 — Last week Fed Chair Jerome Powell made his long-awaited remarks at the Fed’s annual Jackson Hole Economic Symposium, where he solidified. . . .
Retirement
The Pitfalls of Predicting Market Returns: Analyzing Capital Market Assumptions Over the Past Decade
August 23, 2024 — Consultants and asset managers use capital market assumptions (CMAs) to inform their expectations for asset returns and risks and to guide. . . .
Responsible Investing
Clean Energy in America: The Inflation Reduction Act Turns Two
August 22, 2024 — When the Inflation Reduction Act (IRA) was signed into law by President Biden two years ago, many were hailing the “Green. . . .
Responsible Investing
Sage Responsible Investment Policy
This report outlines Sage’s Responsible Investment and Governance policies, including the responsibilities of both the Investment Committee and Research & Risk Analysis Team, and the. . . .