What’s in a name? The story of Sage Advisory Services

When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sage’s name came to be.

Fixed Income Outlook: Rates, Inflation & Recession Risk

In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael leads Sage’s Business Development Team, and Thomas is the Head of Portfolio Management.

Fixed Income Playbook for the Second Half

In this podcast, Sage’s Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage’s outlook for the second half of the year.

Is the Bond Market’s Heat Wave Over?

April 6, 2022 — Sage Managing Partner Michael Walton and Thomas Urano, who leads the Portfolio Management Team, talk about “the perfect storm” that caused one of the all-time worst quarters for the bond market. They discuss the three things that need to happen to get inflation under control and how Sage is positioned given the near-term outlook.

The Top 5 Questions Fixed Income Clients are Asking Right Now

Hear from members of Sage’s portfolio management and client services teams discuss the most pressing client concerns, including Q1 fixed income market dynamics, the magnitude of policy response, and how Sage is positioned for continued volatility.

“Factor-Based Investing” with Ward Bortz of Invesco

Sage interviews Ward Bortz, Senior Client Portfolio Manager at Invesco, who discusses the growth of factor investing and what’s driving adoption in 2020.

This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical events, investment strategy, risk management, retirement policy and issues, women and investing, and sustainable investing.

You can find Bortz’s presentation here.