The Resiliency of the Bond Market – Market Update
Sage’s Komson Silapachai discusses the impact of the coronavirus on markets, the two reasons for continued strength in fixed income, and where Sage sees pockets. . . .
An Interview with SASB’s Technology Analyst
Podcast recorded on 06/06/2019
Sage Advisory’s Jessica McHugh talks with Anton Gorodniuk, the Lead Analyst at SASB – the Sustainability Accounting Standards Board, about the technology sector and some. . . .
An Interview with SASB’s Consumer Goods Analyst
Podcast recorded on 05/14/2019
Sage Advisory’s Vice President of Research and Portfolio Strategy Komson Silapachai talks with Taylor Reed, Consumer Goods Analyst at the Sustainability Accounting Standards Board (SASB),. . . .
Credit Quality at Regional Banks May Signal Economic Slowdown
Podcast recorded on 04/24/2019
Will years of aggressive lending finally catch up with the U.S. economy at precisely the wrong time? Sage’s Ryan O’Malley discusses credit quality trends at. . . .
An Interview with SASB’s Services Analyst
Podcast recorded on 04/22/2019
Sage Advisory’s ESG Analyst Emma Smith talks with Sonya Hetrick, Services Analyst at the Sustainability Accounting Standards Board (SASB), about financially material sustainability issues affecting. . . .
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. . . .