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
Sage Impact Bond Strategy Maintains Lead for 1H Despite Q2 Headwinds
August 1, 2023 — The Sage Impact Bond Strategy outperformed its benchmark YTD for Q2, with a return of 2.51% vs. 2.44% for the Bloomberg. . . .
ESG Solutions
The Sage ESG Top 5 — July 31, 2023
July 31, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Municipal Fixed Income
When Ratings Downgrades Present Buying Opportunities
July 21, 2023 — While the municipal bond market soured on Milwaukee earlier this year following a two-notch downgrade to BBB+ with a negative outlook. . . .
Fixed Income
Economy Coming In for a Landing After Inflation Turning Point — Fixed Income Outlook in 5 Charts
July 19, 2023 — Inflation is moving lower while the labor market remains strong, albeit exhibiting a decelerating trend. Rate markets are expecting one more. . . .
ESG Solutions
The Sage ESG Top 5 — July 5, 2023
July 5, 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
The Fed Remains on Hold as Inflationary Pressures Decrease — Fixed Income Outlook in 5 Charts
June 20, 2023 — After a prolonged debt ceiling standoff in Washington came to an end, the FOMC delivered on its long-awaited policy rate “pause”. . . .
ESG Solutions
The Sage ESG Top 5 — May 31, 2023
May 31, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Sage Eats: Memorial Day 2023
May 25, 2023 — In our 4th annual Memorial Day Sage Eats video, Michael Walton, Kari Edgar, and Rob Williams prepare a delicious spread of. . . .
Municipal Fixed Income
Municipal Market Updates – the Good, the Bad & the Ugly
May 15, 2023 — Sage’s outlook continues to be positive for the municipal market, both from a credit quality standpoint and an economic cycle perspective.. . . .