An Interview with SASB’s Energy & Mining Analyst
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. . . .
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?
Which Asset Classes are Most Attractive Right Now?
Podcast recorded on 11/16/2018
In this podcast, Sage VP of Research Komson Silapachai discusses the asset classes that look most attractive right now amid continued market volatility.
The U.S. Housing Market: Continued Recovery, Slowing Momentum
Podcast recorded on 11/14/2018
Sage talks with Fixed Income Portfolio Manager Dustin Qualley about the U.S. housing market recovery, the outlook for 2019, and how Sage is positioned.
SASB Releases Sustainability Accounting Standards
Podcast recorded on 11/02/2018
After six years of research and market input, the Sustainability Accounting Standards Board (SASB) released today a complete set of 77 industry-specific sustainability accounting standards.. . . .
When Income from Bonds Isn’t Enough
Podcast recorded on 10/17/2018
Sage’s Regional Consultant Roman Samuels discusses with Sam Hikspoors, VP of Quantitative Strategies, Sage’s Multi-Asset Income Strategy.
How to Interpret the Recent Market Volatility
Podcast recorded on 10/15/2018
Sage’s VP of Research Komson Silapachai explains the recent market volatility, and he discusses how Sage is positioned in the current environment.
Should You Go To Cash?
Podcast recorded on 10/08/2018
Sage’s Regional Consultant Roman Samuels discusses an alternative to going to cash in the midst of a turbulent market.
How a Tactical Manager Makes Investment Decisions
Podcast recorded on 10/02/2018
In this episode, Sage VP of Research Komson Silapachai discusses with Regional Consultant Roman Samuels the four key decisions that Sage, as a tactical investment. . . .
The Three Factors Driving Excess Returns in REITs
Podcast recorded on 09/25/2018
Sage’s Vice President of Portfolio Management Andrew Demand discusses the three factors driving excess returns in REITs and where the opportunities lie.