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.
Company Insights
The Purpose Behind the Name: Sage Advisory Services
For over a quarter-century, Sage Advisory Services has navigated the ever-shifting landscape of the investment industry, continually redefining risk, enterprise, and purposeful action. It is. . . .
Fixed Income
The Quiet Force Behind Economic Growth: Federal Spending’s Shifting Role
August 18, 2025 — One of the most important but often overlooked macroeconomic shifts in recent years is the changing role of federal government spending. . . .
Responsible Investing
Sage Evaluates 11 GICS Sectors for Sustainability Risks and Opportunities 2H25
August 15, 2025 — At Sage, we assess 1,500 corporate issuers quarterly using our Sage Leaf Score® Methodology. This custom framework includes quantitative and qualitative. . . .
Fixed Income
Q2 Earnings Unpacked: Where Momentum Builds and Risks Rise
August 13, 2025 — The Q2 2025 earnings season delivered a complex but revealing snapshot of corporate performance across sectors, shaped by resilient consumer demand,. . . .
Municipal Fixed Income
Active Management Uncovers Hidden Risks and Strategic Opportunities
August 11, 2025 — While muni bonds are often seen as safe havens, recent events remind us that credit risk is real — and sometimes. . . .
Fixed Income
Unemployment In Context
August 11, 2025 — Given July’s recent payrolls miss and outsized negative revisions, the unemployment rate ticked up to 4.2% from 4.1% — stirring anxiety. . . .
Fixed Income
Revision Fatigue
August 4, 2025 — Markets are showing signs of revision fatigue — and for good reason. The July payroll report not only missed expectations but also. . . .
Municipal Fixed Income
Municipal Risk Paradox: Safety and Risk Sectors Simultaneously Outperforming
July 30, 2025 — In a surprising twist, both high-grade and high-yield municipal bonds are outperforming — simultaneously. This rare alignment is challenging traditional market. . . .
Fixed Income
Cracks in the Consensus: Testing the Fed’s Unity
July 28, 2025 — The Federal Reserve has long projected an image of unity and stability — but that perception may soon be tested. As. . . .