Is a recession imminent? “History doesn’t repeat itself, but it often rhymes.” Sage Advisory’s Komson Silapachai weighs in on, what’s different this time?
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. . . .