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.
Municipal Fixed Income
Heavy Summer Bond Issuance By Texas School Districts Creates Value Opportunity For Municipal Investors
September 11, 2024 — In Texas, heavy population inflows over the last several years have created significant infrastructure needs throughout the state, particularly for new. . . .
Fixed Income
Is the Labor Market Weak Enough to Warrant a 50 Basis Point Fed Cut?
September 9, 2024 — Last week, the long-awaited labor data showed a weakening labor market, but didn’t give clear signals for the Fed to cut. . . .
Responsible Investing
Re-imagining the US Maritime Industry
September 6, 2024 — Maritime shipping, shipbuilding, and port infrastructure are seen by many nations around the globe as key strategic areas to address for. . . .
Fixed Income
The Time Has Come
August 26, 2024 — Last week Fed Chair Jerome Powell made his long-awaited remarks at the Fed’s annual Jackson Hole Economic Symposium, where he solidified. . . .
Retirement
The Pitfalls of Predicting Market Returns: Analyzing Capital Market Assumptions Over the Past Decade
August 23, 2024 — Consultants and asset managers use capital market assumptions (CMAs) to inform their expectations for asset returns and risks and to guide. . . .
Responsible Investing
Clean Energy in America: The Inflation Reduction Act Turns Two
August 22, 2024 — When the Inflation Reduction Act (IRA) was signed into law by President Biden two years ago, many were hailing the “Green. . . .
Fixed Income
Signal Through the Noise
August 12, 2024 — The unwind of the yen carry trade on the morning of August 5th injected a level of volatility in markets reserved only. . . .
Responsible Investing
Global Sustainability Spotlight: The Future of Commercial Aviation
August 9, 2024 — This week we’re exploring the commercial aviation industry. Although the industry is responsible for only a small percentage of global emissions,. . . .
Fixed Income
Market Focus Shifts to Fears of an Economic Contraction
August 5, 2024 — Until recently, the prevailing market narrative since October was that the Fed was in a “pivot” to eventual rate cuts given. . . .