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
The Sage ESG Top 5 — November 30, 2023
November 30, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Fixed Income
Issuance and Inflation Concerns Abate, Providing Relief for Bonds — Fixed Income Outlook in 5 Charts
November 22, 2023 — Bond markets found some relief in recent weeks as the Treasury’s bond issuance calendar signaled their intention to slow the pace. . . .
Fixed Income
Bond Markets Rejoice as Inflation Moderates
November 20, 2023 — Last week produced a flurry of inflation data points, and the bottom line is that inflation is moderating but we’re not. . . .
ESG Solutions
The Sage ESG Top 5 — November 16, 2023
November 16, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
ESG Solutions
2023 Annual ETF Stewardship Report
November 8, 2023 — Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf. . . .
Fixed Income
Money Moves: What Policy Means for Markets
November 6, 2023 — With the near-term risk of Treasury issuance receding, a Fed that is increasingly focused on an economic slowdown, and the highest. . . .
ESG Solutions
Sage Impact Bond Strategy Maintains Lead YTD Despite Q3 Headwinds
November 2, 2023 — The Sage Impact Bond Strategy outperformed its benchmark year to date through Q3, with a return of 0.44% vs. 0.35% for. . . .
ESG Solutions
The Sage ESG Top 5 — November 2, 2023
November 2, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Fixed Income
Trick or Treat for Mortgage-Backed Securities?
October 31, 23 — Now that the Fed is largely done with rate hikes and MBS valuations are at their cheapest in years, we believe. . . .