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
ESG Highlights & Holdings — CVS Health Corporation
April 27, 2020 — From its beginnings as a Massachusetts health and beauty store in the 1960s, CVS Health has grown into a national health. . . .
ESG Solutions
Introducing: The Sage ESG Leaf Score
April 16, 2020 — At Sage, we incorporate environmental, social, and governance (ESG) factors as a way to manage risks in a client’s portfolio. We. . . .
ESG Solutions
ESG Highlights & Holdings — AbbVie
April 13, 2020 — Since its separation from Abbott Laboratories in 2013, AbbVie has flourished into a global company with a team of over 30,000. . . .
Tactical ETF
Making Sense of Fed Policy During COVID-19
March 26, 2020 – The Fed’s response to the economy and market breakdown engendered by the COVID-19 crisis has been unprecedented — not only in. . . .
ESG Solutions
Highlights & Holdings — The Coca-Cola Company
March 24, 2020 — These case studies provide a thoughtful analysis for key holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a. . . .
Fixed Income
Webinar – Markets Reflect an Economic Contraction & Could Present a Medium-Term Opportunity
March 19, 2020 — Listen to members of our investment team discuss changes in key market segments and where Sage sees opportunities.
Fixed Income
Black Swans of the Same Feather – Sage Commentary on Recent Market Volatility
March 10, 2020 – The market moves in recent weeks have been nothing short of unprecedented. Here is a recap of key events and our. . . .
ESG Solutions
ESG Perspectives: 3M – A Case Study on ESG Intentionality
March 10, 2020 — 3M is a multinational conglomerate well known for both its industrial products and consumer products, such as Post-it Notes and Scotch. . . .
Fixed Income
All Hands on Deck – An Update on COVID-19, Its Effect on Markets, and Our Gameplan
February 28, 2020 – It’s been a long week for the markets. After a respite at the beginning of February, fears around the coronavirus (COVID-19). . . .