Is There a Future for Nuclear Power in America?
In this podcast, Sage’s Andrew Poreda and Emma Smith discuss the balanced assessment they released examining the idea of nuclear power as an alternative energy. . . .
An Interview with SASB’s Energy & Mining Analyst
Podcast recorded on 03/21/2019
Sage’s Nick Erickson talks with David Parham, Director of Research Projects at the Sustainability Accounting Standards Board, about financially material factors affecting the energy and. . . .
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.