What’s in a Brand? How ESG Risks Can Make or Break a Brand
What do Nike, Wells Fargo, and BP have in common? They have all experienced controversy related to environmental, social, and governance (ESG) risks that has. . . .
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Considering the Unknown: Sage’s 2021 Market Outlook
From vaccine rollouts to monetary policy – what curveballs are Sage’s Investment Committee members keeping an eye out for in 2021?
2021 First Half Outlook & Positioning
Going into 2021, Sage is positioned for upside given continued positive economic momentum, accommodative monetary policy, a forthcoming fiscal stimulus package, and vaccine rollouts. In. . . .
Investment Committee Roundtable: 2021 Outlook
In this podcast, Sage’s CIO Bob Smith sits down with members of Sage’s investment committee – Rob Williams, Thomas Urano, Jeff Timlin, and Komson Silapachai. . . .
2021 Tactical Positioning & Outlook
In this podcast, Sage’s Director of Research Rob Williams and Komson Silapachai, Vice President of Research and Portfolio Strategy, discuss the “key risk decisions” that. . . .
The 5 Keys to Good Corporate Governance
When we talk about ESG – environmental, social and governance – investing, we often start with a discussion of the ‘G’ or governance. If a. . . .
The 5 C’s of “G” in ESG
To better understand how Sage evaluates corporate governance, we have created “The 5 C’s” framework – compensation, composition, competency, clarity, and consistency. In this podcast,. . . .
Tactical Investment Strategy, December 2020
For the first half of 2021, we believe a continued economic recovery, supportive policy efforts, and a vaccine-related normalization in activity should drive further upside. . . .