Sage’s Approach to Tactical Investing

Investment managers have different definitions and styles of tactical management. It is important for advisers to understand which approach fits their client’s needs and to. . . .

August 14, 2019 1:01 pm

How Sage Does Tactical Investing

Sage’s goal as a tactical manager is to smooth out the ride for investors when markets get bumpy. In this podcast, Sage’s Rob Williams talks. . . .

August 13, 2019 2:26 pm

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