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
Build America Bonds, The Fiscal Cliff & Insurer Portfolios
September 1, 2016 — With about two weeks to go until the stated deadline for Congress to address the automatic spending cuts set to be. . . .
Fixed Income
Brexit Vote Commentary
June 23, 2016 — The UK’s shocking and close decision to leave the European Union (EU), the second largest trading block in the world, after. . . .
Retirement
Credit Spreads Pose Challenges for Liability-Driven Investments
March 31, 2016 — Corporate pension plans can’t seem to catch a break: In 2015, despite higher discount rates, and therefore lower liabilities, the aggregate. . . .
Fixed Income
Build America Bonds — Promises Made, Promises Broken
March 1, 2013 — The Build America Bond (BAB) program, established under the American Recovery and Reinvestment Act in 2009, was touted by the Obama. . . .
Fixed Income
U.S. Election Macro Review
November 1, 2012 — The status quo outcome of the elections was a victory for Democrats and President Obama’s administration. This was countered to some. . . .
Insurance
Insurance Investment Trends, ETFs Offer Smart Solutions
August 1, 2012 — Since 2008 the insurance industry has been facing a variety of business challenges that put outsized demands on their investment activities.. . . .
Retirement
Multiemployer Pension Plans — Many Complex Challenges, Few Simple Solutions
November 1, 2019 — Multiemployer defined benefit (DB) pension plans, also known as union plans or Taft-Hartley plans, are often described as the smaller and. . . .
Fixed Income
Bonds are Better, Part 2! Expanded Allocation Strategies
January 1, 2009 — Over the last couple months market strategists, money managers and more recently the media have been highlighting the attractive yields and. . . .
Retirement
Private DB Plans at Sea — Recovering from the 2008 Dive
January 1, 2009 — For the last few years, private defined benefit (DB) plans have been enjoying high equity returns, cruising leisurely in calm market. . . .