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
Fixed Income Outlook in 5 Charts — A Flight to Quality as Global Conflict Intensifies
February 25, 2022 — This piece provides a quick take on our macro/policy outlook and fixed income positioning.
ESG Solutions
Taking Stock of ESG ETFs: 2022 Edition
February 24, 2022 — In the two years since the onset of the pandemic, ESG ETFs have seen tremendous growth in both adoption and the. . . .
ESG Solutions
The Sage ESG Top 5
February 24, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in the. . . .
ESG Solutions
Green Bonds Lead the Growing Impact Market
February 17, 2022 — The market for green, social, and sustainability bonds is expected to continue growing this year despite a challenging policy backdrop for. . . .
Retirement
Investment Implications for Taft-Hartley Plans that Qualify for ARPA Financial Assistance
February 11, 2022 — As part of the American Rescue Plan Act of 2021 (ARPA), distressed Taft-Hartley plans may qualify for a Special Financial Assistance. . . .
Fixed Income
Hiking Into a Slowdown?
February 10, 2022 — The Fed has guided rate expectations higher given solid growth to close 2021 and stubbornly high inflation; however, with the repricing. . . .
ESG Solutions
The Sage ESG Top 5
February 10, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in the. . . .
Tactical ETF
Assessing Fair Value: How Much Further Could Markets Fall?
February 7, 2022 – Since mid-January risk markets have experienced elevated volatility and weakness due to fears of the Fed’s tightening policy. Market segments with. . . .
Fixed Income
Puerto Rico’s Fiscal Stability Hinges Upon Medicaid Interpretation
February 2, 2022 — In “A Muni Minute,” Sage explains the risks to Puerto Rico’s recently released fiscal plan, which heavily depends on how much. . . .
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