How should investors think about the coronavirus and its potential effects on the capital markets? In this podcast, Sage CIO Bob Smith recounts a presentation given by the professor and molecular biologist Dr. Gail Perry-Smith about the novel coronavirus. He also talks with Komson Silapachai, VP of Research and Portfolio Strategy, about how Sage is positioning its investment portfolios.
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. . . .
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. . . .
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?