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. . . .
Putting Trade into Context: Sage’s Outlook on Emerging Markets
Podcast recorded on 03/14/2019
Sage’s VP of Research Komson Silapachai explains how China’s economic growth is changing and why Sage has a negative outlook on emerging markets.
Consumer Staples is No Longer a Safe Harbor for Bond Investors
Podcast recorded on 03/13/2019
Sage’s Fixed Income Portfolio Manager Ryan O’Malley discusses trends in the consumer staples sector and why bond investors should exercise caution when choosing credits in. . . .
The Results of Sage’s ESG Stewardship Survey
Podcast recorded on 03/06/2019
To what extent are ETF providers that invest in “sustainable” companies engaged with those companies? Sage ESG Research Analyst Emma Smith discusses the results of. . . .
The Market Environment Favors High-Quality Fixed Income
Podcast recorded on 02/19/2019
Sage’s Vice President of Research Komson Silapachai discusses the current economic picture, Fed policy, and Sage’s view on the fixed income sectors that are most. . . .
Q418 Market Review and Outlook for Sage Tactical ETF Strategies
Podcast recorded on 01/28/2019
In this podcast, Sage’s Director of Research Rob Williams provides a Q418 market review and outlook for the Tactical ETF Strategies.
Energy’s Rebound Reflects Dramatic Sentiment Shift
Podcast recorded on 01/17/2019
Sage’s Komson Silapachai and Ryan O’Malley discuss the “Powell Pause” and its positive effect on the energy sector.
An Interview with SASB’s Financials Sector Analyst
Podcast recorded on 01/11/2019
Sage talks with the Sustainability Accounting Standards Board’s (SASB) Financials Analyst Anton Gorodniuk about financial materiality, how the reporting standards will impact credit ratings, and. . . .
Is Corporate Leverage Offering a Warning Sign?
Podcast recorded on 01/09/2019
In this episode, Sage’s Fixed Income Portfolio Manager Ryan O’Malley provides a playbook for bond investors looking for higher-quality investment grade issuers.
The Yield Curve Inversion – What’s Different This Time?
Podcast recorded on 12/11/2018
Is a recession imminent? “History doesn’t repeat itself, but it often rhymes.” Sage Advisory’s Komson Silapachai weighs in on, what’s different this time?