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
The Sage ESG Top 5
February 10, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in the. . . .
Tactical ETF
Assessing Fair Value: How Much Further Could Markets Fall?
February 7, 2022 – Since mid-January risk markets have experienced elevated volatility and weakness due to fears of the Fed’s tightening policy. Market segments with. . . .
Fixed Income
Puerto Rico’s Fiscal Stability Hinges Upon Medicaid Interpretation
February 2, 2022 — In “A Muni Minute,” Sage explains the risks to Puerto Rico’s recently released fiscal plan, which heavily depends on how much. . . .
Fixed Income
The 3 Questions on Every Bond Investor’s Mind
February 1, 2022 — In this video, Sage’s Director of Research Rob Williams answers the top 3 questions on every bond investor’s mind.
Fixed Income
Fixed Income Outlook in 5 Charts
February 1, 2022 — The three key questions on every fixed income investor’s mind are: 1) Where are interest rates going?, 2) What do fixed. . . .
ESG Solutions
The Sage ESG Top 5
January 27, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in the. . . .
ESG Solutions
The Sage Sustainable 50: An Annual Ranking of the Top ESG-Rated Fixed Income Issuers
December 14, 2021 — In a world of equity-based ESG lists, Sage Advisory presents the Sage Sustainable 50 from a fixed income perspective. We assessed. . . .
Fixed Income
Bad Habits Return to the High Yield Market
December 14, 2021 — High yield investors that had hoped for management teams to maintain balance sheet discipline are likely to be disappointed as we. . . .
ESG Solutions
A Rising Tide: The Year Impact Bonds Flooded the Market
December 13, 2021 — Sage Advisory has been following the growth of impact bond issuance closely. Earlier this year, we created an impact bond strategy. . . .