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
Illinois Achieves Another Rating Upgrade, but Upside Still Remains for Investors
February 28, 2023 — Last Thursday, the State of Illinois achieved another milestone with its third one-notch rating upgrade from S&P over the last 19. . . .
ESG Solutions
Sage Evaluates 11 GICS Sectors for Sustainability Criteria
February 14, 2023 — In this report, Sage provides ESG Leaf Scores for each of the 11 sectors in the Global Industry Classification Standard (GICS).. . . .
ESG Solutions
Sage Advisory Joins the CFA DEI Code
February 13, 2023 — Diversity, equity, and inclusion (DEI) are crucial elements in the future of the investment industry and the success of investment firms.. . . .
ESG Solutions
The Sage ESG 50: An Annual Ranking of the Most Sustainable US Corporate Bond Issuers
February 7, 2023 — The consideration of ESG issues has become an essential component for investors to both manage risk and identify investment opportunities. A. . . .
Municipal Fixed Income
Municipal Transportation Is Back . . . For Some Sectors
January 31, 2023 — The transportation sector makes up about 16% of the municipal bond index, and it was the hardest hit by Covid-19 in. . . .
Municipal Fixed Income
Tax-Loss Considerations for Municipal Bond Strategies
January 31, 2023 — For most investors, taking advantage of the tax code is a prudent investment strategy that may enhance realized after-tax returns. Sage. . . .
ESG Solutions
Impact Bonds: Bumps in the Road Give Way to a Smoother Ride Ahead
January 29, 2023 — Analysts are predicting a pronounced rebound in impact bond issuance for 2023. In this piece, Sage provides an outlook for impact. . . .
ESG Solutions
2022 Sustainability Report
January 24, 2023 — Sage’s 2022 Sustainability Report provides an in-depth look at our company’s ongoing commitment to sustainability. The report illustrates our dedication to. . . .
Fixed Income
Bed, Bath & Beyond: Weaker Demand and Supply Chain Issues Threaten a Mighty Discount Retailer
January 20, 2023 — Following this week’s news of Party City’s bankruptcy filing, we’re taking a closer look at the retail space. Another company we’ve. . . .