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. . . .
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 14, 2020 — When we talk about ESG – environmental, social and governance – investing, we often start with a discussion of the ‘G’. . . .
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,. . . .
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 9, 2020 — Aerospace & Defense is a critical component of the economy and global safety, yet many ESG investing strategies eliminate the industry. . . .
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
December 2, 2020 — As the number of ESG ETF options continues to rise, it is increasingly important for investors to “look under the hood”. . . .
At Sage, we are tactical investment managers. That means when the market starts to take a turn, we shift toward stocks, bonds, and other securities. . . .