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
Consumer Staples is No Longer a Safe Harbor for Bond Investors
March 6, 2019 — Not so long ago, Consumer Staples was one of the safest sectors for corporate bond investors. The sector was filled with. . . .
Tactical ETF
Looking Beyond Yield in a Multi-Asset Income Strategy
February 28, 2019 — Multi-asset income (MAI) strategies can be an excellent fit for investors who need higher levels of income and have a more. . . .
Tactical ETF
February Equities Outlook in 5 Charts
February 27, 2019 — The U.S. consumer remains a bright spot amid slowing economic activity abroad and a cooling U.S. corporate sector.
Fixed Income
February Fixed Income Outlook in 5 Charts
February 25, 2019 — By pausing rate hikes and slowing quantitative tightening, the Federal Reserve has supported equities and other risk assets; valuations have since. . . .
ESG Solutions
ESG Perspectives: ETF Sponsor Stewardship Survey
February 22, 2019 — Late last year, Sage conducted its 2018 ETF Sponsor Stewardship Survey. Given the aggressive growth and development of the ETF industry,. . . .
Municipal Fixed Income
The Four Seasons of Muni Bond Investing
February 14, 2019 — Timing is everything. For a municipal bond investor, annual seasonal trends can provide great entry and exit points, if executed properly.
Retirement
Pensions Enjoy Lump-Sum Savings in 2019
February 13, 2019 — Lump sum offerings can be valuable in transferring risk away the from plan sponsor by reducing a defined benefit plan’s overall. . . .
Municipal Fixed Income
Valuations Become Attractive for Longer-Maturity Municipal Bonds
February 8, 2019 — With investor demand focused on the front end of the yield curve, longer maturities have been neglected, leading to a divergence. . . .
Insurance
Risk-Based Capital — Fixed Income Takes Center Stage
February 7, 2019 — The National Association of Insurance Commissioners (NAIC) is seeking to implement changes to risk-based capital (RBC) requirements for fixed income, leading. . . .