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.
Fixed Income
Auto Loan Losses: Navigating Through the Noise
May 1, 2019 — Over the last few quarters, there have been numerous news headlines noting the rise in auto loan delinquencies. The headlines tell. . . .
Fixed Income
Is Now the Time to Extend Duration?
April 30, 2019 — Cash and ultra-short fixed income investors continue to enjoy the fruits of nine Fed rate hikes. Yields on cash hover around. . . .
Fixed Income
Trust Accounts Benefit from Tax-Exempt Income
April 23, 2019 — Unlike the graduated federal income tax brackets that max out at 37% with taxable income at $500k or more, trust accounts. . . .
Fixed Income
Credit Quality at Regional Banks May Signal Economic Slowdown
April 22, 2019 — Will years of aggressive lending finally catch up with the U.S. economy at precisely the wrong time?
Municipal Fixed Income
Rising Taxes and Out-migration Trends: A Bad Budgetary Combo
April 1, 2019 — Numerous major metropolitan cities have experienced an economic boom over the past decade as the technology, energy, health care, and financial. . . .
ESG Solutions
ESG Perspectives: The Sustainable 75
March 26, 2019 — Last month Barron’s published a cover story entitled “The Most Sustainable Companies,” which features an equity-focused survey of the 100 Most. . . .
Municipal Fixed Income
Now is the Time to Reduce BBB Credit Risk to Protect Against Principle Loss
March 18, 2019 — Due to an extremely strong technical environment, municipal yields have experienced a significant decline from the highs of 2018.
Tactical ETF
Putting Trade into Context: Sage’s Outlook on Emerging Markets
March 15, 2019 — For over a year, U.S.-China trade tensions have seized investor sentiment and dominated headlines. While tariffs and a potential resolution to. . . .
Municipal Fixed Income
A Reason to Love the MTA
March 7, 2019 — Due in part to ongoing fiscal challenges, New York’s Metropolitan Transportation Authority (MTA) bonds are currently trading at attractive levels.