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.
The Language of ESG Investing
Podcast recorded on 07/27/2020
Sage’s Emma Harper and Andy Poreda discuss the language of ESG investing and the importance we place on financial materiality when incorporating ESG factors into. . . .
Sage Comments on the DOL’s Proposal for ESG Inclusion
Podcast recorded on 07/09/2020
Sage CIO Bob Smith talks with ESG research analyst Andrew Poreda about the Department of Labor’s recent proposal regarding ESG investing and his concerns about. . . .
A Perfect Storm for ESG Investing
Podcast recorded on 07/08/2020
Sage’s Komson Silapachai and Emma Smith discuss the three trends that are creating the ideal conditions for environmental, social, and governance (ESG) investing to see. . . .