Podcasts

Market Update
The Resiliency of the Bond Market – Market Update
Podcast recorded on 02/14/2020
Sage’s Komson Silapachai discusses the impact of the coronavirus on markets, the two reasons for continued strength in fixed income, and where Sage sees pockets. . . .
Market Update
The Coronavirus & Capital Markets: Implications & Positioning
Podcast recorded on 02/03/2020
How should investors think about the coronavirus and its potential effects on the capital markets? In this podcast, Sage CIO Bob Smith recounts a presentation. . . .
Fixed Income
“Factor-Based Investing” with Ward Bortz of Invesco
Podcast recorded on 01/20/2020
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. . . .
Market Update
Fixed Income 2019 Review and 2020 Outlook
Podcast recorded on 01/15/2020
In this podcast, Sage’s Michael Walton, Dustin Finley, and Thomas Urano discuss what drove returns for 2019 and share our outlook for the first half. . . .
Market Update
Sage 2020 Market Outlook
Podcast recorded on 01/07/2020
In this podcast, Sage’s Director of Research Rob Williams and Vice President of Research and Portfolio Strategy Komson Silapachai provide a 2020 market outlook and. . . .
“The Past is Not Prologue” with Brandon Kunz of Research Affiliates
Podcast recorded on 01/06/2020
Sage interviews Brandon Kunz, Partner and Portfolio Specialist at Research Affiliates, who discusses what investors can do to prepare for the prospect of a lower-return. . . .
“The Coming Global Inflection Point” with Stratfor’s Reva Goujon
Podcast recorded on 12/27/2019
Sage interviews Reva Goujon, Vice President of Global Analysis at Stratfor, who discusses “The Coming Global Inflection Point,” and the changing geopolitical and demographic landscape.. . . .
“The Five Imperatives of 21st Century Investing” with Chris Merker of Robert W. Baird and Co.
Podcast recorded on 12/09/2019
Sage interviews Chris Merker, a Director with Private Asset Management at Robert W. Baird & Co., who discusses asset ownership in the United States and. . . .
Sustainable Investing
“How Care Work Subsidizes Economic Growth” with Professor Nancy Folbre
Podcast recorded on 11/25/2019
Sage interviews Professor Nancy Folbre about the evolution of care work in the U.S. Folbre is the Director of the Program on Gender and Care. . . .
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