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. . . .
Sage’s Approach to Multi-Asset Income
Podcast recorded on 05/04/2021
Interest rates are expected to stay low for a long time. It’s important to know how that affects your clients’ portfolios. In this podcast, Sage’s. . . .
Sustainable Investing
Is There a Place for EVs in Reaching Net Zero?
Podcast recorded on 03/15/2021
Two Sage ESG research analysts, Andy Poreda and Sara Rodriguez, discuss what getting to “net zero” means for the auto industry and the challenges and. . . .
Sustainable Investing
Are Disasters Really Natural? Insights from a Disasterologist
Podcast recorded on 03/09/2021
Many questions are still unanswered following Winter Storm Uri, which left millions of Texans without power and water for days. Could this disaster have been. . . .
Sustainable Investing
Getting to Net Zero
Podcast recorded on 02/10/2021
Our planet has been logging the warmest years on record, and we are increasingly experiencing the adverse effects of climate change. It has been widely. . . .
Sustainable Investing
What’s in a Brand? How ESG Risks Can Make or Break a Brand
Podcast recorded on 01/11/2021
What do Nike, Wells Fargo, and BP have in common? They have all experienced controversy related to environmental, social, and governance (ESG) risks that has. . . .
Market Update
Considering the Unknown: Sage’s 2021 Market Outlook
Podcast recorded on 01/04/2021
From vaccine rollouts to monetary policy – what curveballs are Sage’s Investment Committee members keeping an eye out for in 2021?
Sustainable Investing
The 5 C’s of “G” in ESG
Podcast recorded on 12/11/2020
To better understand how Sage evaluates corporate governance, we have created “The 5 C’s” framework – compensation, composition, competency, clarity, and consistency. In this podcast,. . . .
Market Update
2021 Tactical Positioning & Outlook
Podcast recorded on 12/10/2020
In this podcast, Sage’s Director of Research Rob Williams and Komson Silapachai, Vice President of Research and Portfolio Strategy, discuss the “key risk decisions” that. . . .
Market Update
Investment Committee Roundtable: 2021 Outlook
Podcast recorded on 12/10/2020
In this podcast, Sage’s CIO Bob Smith sits down with members of Sage’s investment committee – Rob Williams, Thomas Urano, Jeff Timlin, and Komson Silapachai. . . .