Podcasts

For our clients who are on the go, we offer podcasts that cover a range of topics, including tactical ETF investing, sustainable investing, fixed income, and capital market insights.

Fixed Income
Outlook for Bond Investors: Improving Return Profile with Moderating Inflation
Podcast recorded on 01/23/2023
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. . . .
ESG Solutions
ESG: Another Layer of Risk Analysis for Short-Term Strategies
Podcast recorded on 10/20/2022
Sage’s Lily Tu talks with CIO Bob Smith and Senior ESG Research Analyst Emma Harper about how Sage integrates ESG analysis into bond portfolios, the. . . .
Fixed Income
Fixed Income Outlook: Rates, Inflation & Recession Risk
Podcast recorded on 10/17/2022
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. . . .
Fixed Income
Fixed Income Playbook for the Second Half
Podcast recorded on 07/07/2022
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. . . .
ESG Solutions
The Sage ESG Top 5
Podcast recorded on 06/14/2022
June 16, 2022 — Sage President Bob Smith and Sr. Research Analyst Andy Poreda discuss the top ESG news stories of the week. Included in. . . .
Fixed Income
Is the Bond Market’s Heat Wave Over?
Podcast recorded on 04/06/2022
April 6, 2022 — Sage Managing Partner Michael Walton and Thomas Urano, who leads the Portfolio Management Team, talk about “the perfect storm” that caused. . . .
ESG Solutions
The Material Shortcomings of Energy Transition and ESG Data
Podcast recorded on 03/24/2022
For this episode of the Sage ESG Podcast, Bob Smith, President and Chief Investment Officer at Sage sat down with Dan Romito, Partner at Pickering. . . .
Sustainable Investing
Evaluating Climate Risk for a Net Zero Future
Podcast recorded on 03/17/2022
Sage ESG Research Analysts Sara Rodriguez and Emma Harper sit down to discuss how Sage evaluates climate risk to align with the goals set at. . . .
Sustainable Investing
2021 Annual ETF Stewardship Survey Results
Podcast recorded on 07/26/2021
Sage ESG Research Analyst Andrew Poreda sits down with ESG Research Analysts Emma Harper and Sara Rodriguez to discuss the results of Sage’s 2021 Annual. . . .
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