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
Climate Risk & Municipal Credit Ratings
May 6, 2020 — As climate-related events have increased in frequency and magnitude, they have moved to the forefront of ESG investors’ minds. How well. . . .
ESG Solutions
Company Transparency in the Time of COVID-19: An Update on 3M’s Missteps
May 6, 2020 – The N95 mask has become a symbol of the fight against COVID-19. Named for its ability to block 95% of airborne particles, it has become vitally. . . .
Insurance
Corporate Bond Exposures: Trifectas, Triple Plays & Triple-Bs
April 28, 2020 — Since the Great Financial Crisis, insurance companies have been pursuing a number of yield-enhancing strategies: extending durations, lessening liquidity requirements and. . . .
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.