Sage Advisory Podcast

In this podcast we interview Emma Harper, Senior Research Analyst, about The Sage Sustainable 50, an annual list of the most sustainable companies in the US bond market, based on the Sage ESG Leaf Score® methodology.

The insurance industry is at a turning point. In an era where climate change and environmental responsibility are at the forefront of global conversations, the insurance industry is taking center stage. Welcome to “Insuring Tomorrow,” a series of podcasts where we take a deeper dive into the world of insurance and evolving trends in sustainability. In this episode, we talk with Greg Cobb, head of insurance solutions at Sage Advisory.

When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sage’s name came to be.

In this quarterly market review and outlook, Sage's Michael Walton and Thomas Urano discuss inflation, the Fed's policy response, and fixed income portfolio positioning. Michael leads Sage's Business Development Team, and Thomas is the Head of Portfolio Management.

Sage's Lily Tu talks with CIO Bob Smith and Senior ESG Research Analyst Emma Harper about how Sage integrates ESG analysis into bond portfolios, the differences between ESG and impact, and how ESG integration can enhance financial outcomes.

In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael leads Sage’s Business Development Team, and Thomas is the Head of Portfolio Management.

In this podcast, Sage's Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage's outlook for the second half of the year.

Sage President Bob Smith and Sr. Research Analyst Andy Poreda discuss the top ESG news stories of the week. Included in this week’s Top 5 are new U.S. solar initiatives, the continued crackdown on greenwashing, and ESG options in retirement plans.

Sage Managing Partner Michael Walton and Thomas Urano, who leads the Portfolio Management Team, talk about “the perfect storm” that caused one of the all-time worst quarters for the bond market. They discuss the three things that need to happen to get inflation under control and how Sage is positioned given the near-term outlook.