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
Is Too Much Optimism Priced Into Risk Markets?
March 28, 2017 — Macro conditions have continued their positive trajectory throughout the first quarter of the year, with US economic activity at the highest. . . .
Retirement
Retirement Plan Perspectives Video
March 14, 2017 — Interest rate volatility can create challenges for many types of investors. This is especially true for DB plans with cash-flow liabilities. . . .
Retirement
Retirement Plan Perspectives: The Mechanics of Hedging Long Duration Liabilities
March 14, 2017 — The primary goal of liability-driven investing (LDI) is to hedge liability cash flows. On the surface, achieving that goal is relatively. . . .
 
Equity ESG Video
 
Tax-Exempt ESG Video
 
Taxable ESG Video
Fixed Income
3 Key Macro Themes for the First Half of 2017
February 2, 2017 — While politics and fundamentals continue to drive the investment outlook, at Sage, we believe it is the global macro landscape which. . . .
Fixed Income
Trump’s Impact on Fixed Income Markets
January 13, 2017 — While the country prepares for the first hundred days of a new Commander-in-Chief, contrasting market dynamics warrant a closer look for. . . .
Retirement
Your Pension Might Not Be As Well Funded As You Think
December 20, 2016 — Different liability valuation methodologies can result in a meaningful difference in the measurement of plan health, or the funded status.
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