Sage Advisory Podcast

Vice President of Research and Portfolio Strategy Komson Silapachai discusses Sage's outlook for fixed income and equities given a backdrop of slowing global growth and supportive central bank policy. 

 Sage Advisory's Michael Walton and Greg Cobb discuss some practical tips for helping investment consultants be successful with insurance clients. 

Sage Advisory's Jessica McHugh talks with Anton Gorodniuk, the Lead Analyst at SASB – the Sustainability Accounting Standards Board, about the technology sector and some of the financially material sustainability issues identified by SASB. 

Sage Advisory’s Vice President of Research and Portfolio Strategy Komson Silapachai talks with Taylor Reed, Consumer Goods Analyst at the Sustainability Accounting Standards Board (SASB), about financially material sustainability issues affecting the consumer goods sector. 

Will years of aggressive lending finally catch up with the U.S. economy at precisely the wrong time? Sage's Ryan O'Malley discusses credit quality trends at regional banks. 

Sage Advisory's ESG Analyst Emma Smith talks with Sonya Hetrick, an analyst at the Sustainability Accounting Standards Board (SASB), about financially material sustainability issues affecting the services industries, such as casinos and gaming, advertising and marketing, and hotels and lodging. 

Sage’s Nick Erickson talks with David Parham, Director of Research Projects at the Sustainability Accounting Standards Board (SASB), about financially material factors affecting the energy and mining industries, and recent incidents that have impacted the financial health of companies in those industries. 

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. 

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 the space. 

To what extent are ETF providers that invest in "sustainable" companies engaged with those companies? Sage ESG Research Analyst Emma Smith discusses the results of Sage's Environmental, Social, and Governance Stewardship Survey. The survey was sent to 20 ETF providers that invest in sustainable companies. Sage evaluated each ETF provider's relative stewardship policies and practices across five key areas.