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.
Fixed Income
Fixed Income Outlook in 5 Charts
February 1, 2022 — The three key questions on every fixed income investor’s mind are: 1) Where are interest rates going?, 2) What do fixed. . . .
ESG Solutions
The Sage ESG Top 5
January 27, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in the. . . .
ESG Solutions
Sage’s ESG Leaf Score Methodology
Although a company may be a leader among its peer group, the industry in which it operates may expose it to risks that cannot be. . . .
ESG Solutions
The Sage Sustainable 50: An Annual Ranking of the Top ESG-Rated Fixed Income Issuers
December 14, 2021 — In a world of equity-based ESG lists, Sage Advisory presents the Sage Sustainable 50 from a fixed income perspective. We assessed. . . .
Fixed Income
Bad Habits Return to the High Yield Market
December 14, 2021 — High yield investors that had hoped for management teams to maintain balance sheet discipline are likely to be disappointed as we. . . .
ESG Solutions
A Rising Tide: The Year Impact Bonds Flooded the Market
December 13, 2021 — Sage Advisory has been following the growth of impact bond issuance closely. Earlier this year, we created an impact bond strategy. . . .
ESG Solutions
2022 ESG Outlook: Climate Risk Takes Center Stage
December 13, 2021 — Read Sage’s 2022 ESG Outlook Q&A with Emma Harper, VP, Sr. Research Analyst, and Andy Poreda, VP, Sr. Research Analyst.
Tactical ETF
2022 Tactical ETF Outlook: Balancing Strong Growth & Shifting Fed Policy
December 13, 2021 — Read Sage’s 2022 Tactical ETF Outlook Q&A with Rob Williams, Managing Partner, Director of Research, and Komson Silapachai, Partner, Research &. . . .
Fixed Income
2022 Fixed Income Outlook: What Follows the Great Repricing?
December 13, 2021 — Read Sage’s 2022 Fixed Income Outlook Q&A with Thomas Urano, Managing Partner, Portfolio Management.