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.

Tactical ETF
Going Beyond Core Equity
March 1, 2007 — Adding alternative asset classes to a core equity portfolio as a risk diversifier and potential return enhancer is not a new. . . .
Fixed Income
Municipal Bond Portfolios: The Case for Active Management
October 1, 2006 — Why should investors employ active management for their municipal bond portfolio? This is a question posed by many individuals who want. . . .
Municipal Fixed Income
Sage Advice Special Report — Tobacco Obligation Bonds
June 1, 2006 — Over the past 24 months, municipal bonds have had a stellar run relative to other asset classes on an after-tax and. . . .
Retirement
Asset/Liability Monitor — Perfect Storms and Ticking Time Bombs
October 1, 2005 — Much has been written about the defined benefit pension plan (DB plan) crisis and how the “perfect storm” of falling interest. . . .
Retirement
A Status Report on U.S. Pensions: The Savings and Loan Crisis Revisited?
June 1, 2005 — Recent events surrounding the current pension plan crisis are starting to look very similar to the early stages of the 1980’s. . . .
Fixed Income
Sage Advice — Is Inflation Really This Tame?
September 1, 2004 — Inflation has always been at the forefront of the market’s consciousness and for good reason. Besides dictating real household spending power. . . .
Fixed Income
Job Growth — The Ship May Be Leaking but Is It Sinking?
August 1, 2004 — The 32,000 increase in payrolls in July, following just 78,000 in June (revised from 112,000) was disappointing and the reaction in. . . .
Fixed Income
How Corporate Bonds Perform During Rising Rate Environments
June 1, 2004 — For bond market participants, the recent employment numbers have essentially shifted the question of Fed tightening from “when”, to “how aggressively”. . . .
Municipal Fixed Income
Hail Muni’s! The Overlooked Asset in Allocation
July 1, 2003 — The volatility of the markets can sometimes blur the relative value of good, steady performers in the investment universe. This phenomenon. . . .