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.
ESG Solutions
The Sage ESG Top 5 — March 16, 2023
March 16, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Municipal Fixed Income
Strong Fundamentals Prevail for Munis
March 13, 2023 — Despite sticky inflation and rapidly rising interest rates, municipalities continue to exhibit strong credit quality. Record tax collections, billions of dollars. . . .
Fixed Income
Fool’s Gold? Chasing Higher Yields in Short-Dated Bonds May Be Shortsighted
March 13, 2023 — During periods of inverted yield curves, investors may ask “why should I take on additional price/interest rate risk if I can. . . .
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. . . .