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
Energy’s Sharp Rebound Reflects Dramatic Sentiment Shift
January 18, 2019 — While a further rally in risk assets and compression in credit spread will require a follow-through by the Fed as a. . . .
Fixed Income
5 Reasons to Favor Core Fixed Income in 2019
January 11, 2019 — Even after factoring in some spread widening during the year, Sage believes 3% to 4% return is easily achievable for core. . . .
Municipal Fixed Income
Municipal Bonds: The Turtle That Keeps on Winning!
January 8, 2019 — Both classic and modern literature have countless stories of seemingly outmatched opponents finding a way to persevere and even prevail, despite. . . .
Fixed Income
Crossing the Rubicon – Yield Curve Inversion
December 7, 2018 — In 49 BCE a provincial governor named Julius Caesar and a single legion of troops crossed a small stream in northern. . . .
Fixed Income
Cash Management Landscape: Rates and Reform Lead to a Sea Change
December 7, 2018 — Over the last two years, a dramatic shift has taken place in what is typically the least dramatic allocation within a. . . .
Fixed Income
Is Corporate Leverage Offering a Warning Sign?
December 6, 2018 — As several market observers have written, corporate leverage continues to increase. Specifically, leverage, or the ratio of a company’s debt to. . . .
ESG Solutions
ESG Perspectives: Women & Investing
November 8, 2018 — In this month’s piece, we explore the challenges women investors face and how financial advisors can help clients align their investments. . . .
Tactical ETF
Recent Market Volatility
October 11, 2018 — In another sign that markets continue to move into a late-cycle, higher-volatility regime, equity markets fell significantly yesterday. U.S. equities registered. . . .
ESG Solutions
ESG Perspectives — Green Bonds; The ‘S’ in ESG
October 3, 2018 — In this month’s ESG Perspectives, we explore the soup du jour in sustainable investing: green bonds, and how employee engagement is. . . .
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