Sage Advisory Podcast

Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss environmental risk factors that are financially material for companies and illustrate through Sage's case study of Edison International how these risks are weighed in ESG analysis.

The pandemic has magnified longstanding women’s issues. How can environmental, social, and governance (ESG) investing advance gender equality? The women of Sage weigh in.

Sage’s CIO Bob Smith and Vice President Lily Tu discuss the increasing interest among nonprofits for environmental, social, and governance (ESG) investing.

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 an investing strategy.

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 on how this proposal hinders the value of ESG integration and its importance in risk mitigation.

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...

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, retirem...

Sage interviews Reva Goujon, Vice President of Global Analysis at Stratfor, who discusses “The Coming Global Inflection Point,” and the changing geopolitical and demographic landscape.  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...

Sage interviews Chris Fowle, Director of the Americas of the Principles for Responsible Investment, who talks about how he answers the frequent question, "How do I do ESG?"

Sage interviews Michael Arone, a Managing Director and Chief Investment Strategist for State Street Global Advisors U.S. Intermediary Business Group. Arone discusses the trends underpinning the performance of ETFs and his predictions for markets in 2020.

Sage interviews Chris Merker, a Director with Private Asset Management at Robert W. Baird & Co., who discusses asset ownership in the United States and "The Five Imperatives of 21st Century Investing." 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,...

Sage interviews Peter Stone, a UT Austin Computer Science professor, about the evolution of and opportunities in AI and machine learning. Stone is the founder and director of the Learning Agents Research Group (LARG) within the Artificial Intelligence Laboratory in the Department of Computer Science at The University of Texas at Austin. Stone was recently named head of the new Austin-based Sony AI...

Sage interviews Professor Nancy Folbre about the evolution of care work in the U.S. Folbre is the Director of the Program on Gender and Care Work at the Political Economy Research Institute at the University of Massachusetts Amherst and a Senior Fellow of the Levy Economics Institute at Bard College. This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Au...

Sage interviews Karen Schenone, a Fixed Income Product Strategist at BlackRock, who talks about the growth of bond ETFs, trends in the bond market, and the 3 reasons why institutional investors are increasingly buying bond ETFs. 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...

In this podcast, Sage's Andrew Poreda and Emma Smith discuss the balanced assessment they released examining the idea of nuclear power as an alternative energy provider.

 Sage’s goal as a tactical manager is to smooth out the ride for investors when markets get bumpy. In this podcast, Sage’s Rob Williams talks about how Sage does tactical investing (vs. strategic and other tactical strategies.) 

Sage’s ESG Research Analyst Emma Smith helps financial advisors identify potential clients who may be interested in Environmental, Social, Governance (ESG) investing.