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
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
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. . . .