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 Case Studies — Bank of America, Cenovus Energy, VMware
August 19, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the key holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios.. . . .
ESG Solutions
Debatable, Yet Undeniable – Taking Responsibility for Climate Change
August 5, 2019 – My recent visit to the Arctic was both breathtaking and disturbing. It is a naturalist’s wonderland, offering many opportunities to appreciate. . . .
Retirement
Feeling Insecure About the SECURE Act?
August 1, 2019 – After the SECURE Act passed quickly through the House of Representatives on May 23 with near-unanimous support, it has unfortunately stalled. . . .
Insurance
The Increasing Use of ETFs by Insurance Companies
July 22, 2019 — Last September, we posted a note highlighting the overwhelmingly positive motivation for considering the use of exchange traded funds (ETFs) by. . . .
Fixed Income
July Fixed Income Outlook in 5 Charts
July 16, 2019 – Sage provides an outlook for fixed income in 5 charts.
Tactical ETF
July Equities Outlook in 5 Charts
July 16, 2019 – Sage provides an outlook for equities in 5 charts.
Tactical ETF
4 Reasons “Going to Cash” is Not the Best Strategy During Market Volatility
June 26, 2019 – At Sage, we are tactical managers who make adjustments to our portfolios as the market environment changes. What does this mean?
Tactical ETF
Hold the Door – Policy Optimism Could Provide a Good Exit Point
June 24, 2019 – The Fed and the other major central banks have turned decidedly dovish in the face of trade concerns and a more. . . .
ESG Solutions
ESG Perspectives: Svalbard Sojourn — An Arctic Experience
June 17, 2019 — It is said that what happens in the Arctic doesn’t stay in the Arctic. That is because this region provides essential. . . .