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
Navigating the REITs Landscape with Thomas Urano and Andrew Demand
In this episode, Thomas Urano, CO-CIO at Sage, and Andrew Demand, Senior PM for Corporate Credit, discuss insights from the NAREIT Annual Investor Conference. They. . . .
Insurance
Practical Tips for Achieving Success with Insurance Clients
Podcast recorded on 06/14/2019
Sage Advisory’s Michael Walton and Greg Cobb discuss some practical tips for helping investment consultants be successful with insurance clients. They talk about how to. . . .
Sustainable Investing
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. . . .
Sustainable Investing
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),. . . .
Fixed Income
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. . . .
Sustainable Investing
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. . . .
Sustainable Investing
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. . . .
Market Update
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.
Fixed Income
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. . . .
Sustainable Investing
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. . . .