How to Identify Potential Clients for ESG Investing

Sage’s ESG Research Analyst Emma Smith helps financial advisors identify potential clients who may be interested in Environmental, Social, Governance (ESG) investing. For more information. . . .

August 12, 2019 10:05 am

Debatable, Yet Undeniable – Taking Responsibility for Climate Change

August 5, 2019 – My recent visit to the Arctic was both breathtaking and disturbing. It is a naturalist’s wonderland, offering many opportunities to appreciate. . . .

August 5, 2019 3:31 pm

Feeling Insecure About the SECURE Act?

August 1, 2019 – After the SECURE Act passed quickly through the House of Representatives on May 23 with near-unanimous support, it has unfortunately stalled. . . .

August 1, 2019 3:40 pm

The Increasing Use of ETFs by Insurance Companies

July 22, 2019 — Last September, we posted a note highlighting the overwhelmingly positive motivation for considering the use of exchange traded funds (ETFs) by. . . .

July 22, 2019 10:53 am

July Fixed Income Outlook in 5 Charts

July 16, 2019 – Sage provides an outlook for fixed income in 5 charts.

July 16, 2019 4:48 pm

July Equities Outlook in 5 Charts

July 16, 2019 – Sage provides an outlook for equities in 5 charts.

July 16, 2019 4:45 pm

Slowing Growth & Central Bank Support: Sage’s Market Outlook

Vice President of Research and Portfolio Strategy Komson Silapachai discusses Sage’s outlook for fixed income and equities given a backdrop of slowing global growth and. . . .

July 16, 2019 11:52 am

4 Reasons “Going to Cash” is Not the Best Strategy During Market Volatility

June 26, 2019 – At Sage, we are tactical managers who make adjustments to our portfolios as the market environment changes. What does this mean?

June 26, 2019 5:29 pm