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 ke...

Sage's Vice President of Research Komson Silapachai discusses the current economic picture, Fed policy, and Sage's view on the fixed income sectors that are most attractive right now. 

In this podcast, Sage’s Director of Research Rob Williams provides a Q418 market review and outlook for the Tactical ETF Strategies. 

Sage talks with the Sustainability Accounting Standards Board's (SASB) Financials Analyst Anton Gorodniuk about financial materiality, how the reporting standards will impact credit ratings, and common misconceptions of SASB’s role in sustainable investing. 

Sage's Komson Silapachai and Ryan O’Malley discuss the "Powell Pause" and its positive effect on the energy sector. 

In this episode, Sage's Fixed Income Portfolio Manager Ryan O'Malley provides a playbook for bond investors looking for higher-quality investment grade issuers. 

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?

In this podcast, Sage VP of Research Komson Silapachai discusses the asset classes that look most attractive right now amid continued market volatility.

Sage talks with Fixed Income Portfolio Manager Dustin Qualley about the U.S. housing market recovery, the outlook for 2019, and how Sage is positioned.

After six years of research and market input, the Sustainability Accounting Standards Board (SASB) released today a complete set of 77 industry-specific sustainability accounting standards. In this podcast, Sage talks with Nicolai Lundy, Director of Education and Partnerships at SASB, about the standards, which assist companies in disclosing financially material, decision-useful sustainability inf...

Sage’s Regional Consultant Roman Samuels and VP of Quantitative Strategies Samuel Hikspoors discuss Sage’s Multi-Asset Income Strategy.

Sage's VP of Research Komson Silapachai explains the recent market volatility and discusses how Sage is positioned in the current environment.

Sage’s Regional Consultant Roman Samuels discusses an alternative to going to cash in the midst of a turbulent market.

In this episode, Sage's VP of Research Komson Silapachai discusses with Regional Consultant Roman Samuels the four key decisions that Sage, as a tactical investment manager, must make.

Sage Regional Consultant Roman Samuels and Sage Vice President of Research Komson Silapachai discuss the differences between ETFs and mutual funds, and why Sage uses all-ETF strategies.

Sage Vice President of Research Komson Silapachai discusses the factors affecting the Fed’s decision to raise interest rates and how many additional hikes are likely in the current cycle.