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
Sage Responsible Investment Policy
This report outlines Sage’s Responsible Investment and Governance policies, including the responsibilities of both the ESG Investment Committee and ESG Research & Risk Analysis Team,. . . .
Municipal Fixed Income
The Ghosts of Pension Future (Part 3)
September 6, 2022 —  To establish fund solvency, a number of pension systems need to discover new and innovative solutions to long-standing issues. Here are. . . .
Municipal Fixed Income
The Ghosts of Pension Present (Part 2)
August 22, 2022 — It was not so long ago that pension problems were considered a longer-term challenge and there was plenty of time to. . . .
Municipal Fixed Income
The Ghosts of Pension Past
August 22, 2022 — Numerous factors have contributed to the current state of underfunding in public pension plans, which has sparked political finger-pointing, credit rating. . . .
Fixed Income
The Fed’s Not Done, But Close — Fixed Income Outlook in 5 Charts
August 21, 2022 — The Fed is likely to wrap up hiking rates by year-end, which is good news for fixed income investors.
ESG Solutions
Impact Bonds Make a Comeback
August 16, 2022 — New issuance of green, social, and sustainability bonds markedly declined in the first half of 2022 due to the invasion of. . . .
Fixed Income
Follow the Leader
August 12, 2022 — The relatively safe investment grade corporate credit market has not dodged the high interest rate volatility experienced in 2022. As a. . . .
Retirement
Investment Implications for Taft-Hartley Plans that Qualify for ARP Financial Assistance
As part of the American Rescue Plan Act of 2021 (ARP), distressed Taft-Hartley plans may qualify for a Special Financial Assistance (SFA) Program with no. . . .
ESG Solutions
The Misguided Vilification of ESG
August 11, 2022 — Comments made in recent weeks by political leaders illustrate that the real problem with ESG is not the tenets of ESG. . . .