Sage Advisory Podcast

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 enormous growth.

State Street and Sage Advisory bring you NPR/KUT’s Two Guys on Your Head team -- Rebecca McInroy and University of Texas professors Dr. Art Markman and Dr. Bob Duke -- to talk about the psychology of dealing with uncertainty, living and working in virtual environments, staying constructive in difficult times, and so much more!

CIO Bob Smith talks with research analysts Andrew Poreda and Emma Smith about recent market events and the value of sustainable investing through Sage's fixed income ETF, which is listed on the New York Stock Exchange under the ticker symbol GUDB.

How does a city's preparedness for climate change-related events stack up to its credit rating? Sage's Nick Erickson and John Sama discuss their analysis of climate change data from Notre Dame's Urban Adaptation Assessment and how the disconnect between climate change preparedness and credit ratings may reveal investing opportunities.

Sage’s Komson Silapachai discusses the impact of the coronavirus on markets, the two reasons for continued strength in fixed income, and where Sage sees pockets of opportunity.

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.

Sage interviews Ward Bortz, Senior Client Portfolio Manager at Invesco, who discusses the growth of factor investing and what's driving adoption in 2020.

This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical events, investment strategy, risk management, retirement policy and issues, women and investing, and sustainable investing.

In this podcast, Sage’s Michael Walton, Dustin Finley, and Thomas Urano discuss what drove returns for 2019 and share our outlook for the first half of 2020.

In this podcast, Sage’s Director of Research Rob Williams and Vice President of Research and Portfolio Strategy Komson Silapachai provide a 2020 market outlook and five key themes to keep in mind this year.

Sage interviews Brandon Kunz, Partner and Portfolio Specialist at Research Affiliates, who discusses what investors can do to prepare for the prospect of a lower-return environment.

This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical events, investment strategy, risk management, retirement policy and issues, women and investing, and sustainable investing.