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 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. . . .
Fixed Income
Central Banks Are No Longer a Major Pain Point
February 6, 2019 — With the interest rate markets pricing in no hikes for 2019, there was room for the FOMC to disappoint at its. . . .
Municipal Fixed Income
Municipal Sector Insight: Higher Education
February 1, 2019 — The Higher Education sector represents one of the safer areas of the municipal market due to a national priority placed on. . . .
Retirement
Pensions: Don’t Repeat Mistakes of the Past
January 30, 2019 — In 2019, by most accounts, corporate defined benefit (DB) plans are pretty well-funded. Their equity allocations benefited from the 10-year bull. . . .
Fixed Income
Sage Is in the “No More Rate Hikes” Camp
January 22, 2019 — While investors have focused on the recent stock market recovery, one important development has largely been overlooked: the end of the. . . .