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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. . . .

December 17, 2020 10:30 am

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. . . .

December 16, 2020 12:23 pm

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,. . . .

December 14, 2020 12:36 pm

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. . . .

December 14, 2020 12:24 pm