Sage Advisory Podcast

Sage Advisory Podcast

64 episodes

Sage is an independent asset management firm based in Austin, TX. Our podcast topics include sustainable investing, market updates, and financial adviser-specific content. We feature both internal and external thought leaders. See our podcast page here: https://www.sageadvisory.com/podcasts/

Podcasts

Outlook for Bond Investors: Improving Return Profile with Moderating Inflation

Published: Jan. 23, 2023, 11:29 p.m.
Duration: 9 minutes 14 seconds

Listed in: Business

ESG: Another Layer of Risk Analysis for Short-Term Fixed Income Strategies

Published: Oct. 24, 2022, 3:46 p.m.
Duration: 18 minutes 18 seconds

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Fixed Income Outlook: Rates, Inflation & Recession Risk

Published: Oct. 18, 2022, 7:05 p.m.
Duration: 15 minutes 34 seconds

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Fixed Income Playbook for the Second Half

Published: July 7, 2022, 6:39 p.m.
Duration: 15 minutes 11 seconds

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The Sage ESG Top 5

Published: June 16, 2022, 5:18 p.m.
Duration: 40 minutes 15 seconds

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Is the Bond Markets Heat Wave Over?

Published: April 7, 2022, 3:27 p.m.
Duration: 12 minutes 27 seconds

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The Material Shortcomings of Energy Transition and ESG Data

Published: April 6, 2022, 2:44 p.m.
Duration: 36 minutes 17 seconds

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Evaluating Climate Risk for a Net Zero Future

Published: March 18, 2022, 4:34 p.m.
Duration: 10 minutes 52 seconds

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2021 Annual ETF Stewardship Survey Results

Published: July 27, 2021, 1:59 p.m.
Duration: 13 minutes 7 seconds

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Is There a Place for EVs in Reaching Net Zero?

Published: March 15, 2021, 3:31 p.m.
Duration: 12 minutes 11 seconds

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Are Disasters Really Natural? Insights from a Disasterologist

Published: March 10, 2021, 2:22 p.m.
Duration: 37 minutes 58 seconds

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Getting to Net Zero

Published: Feb. 11, 2021, 5:42 p.m.
Duration: 15 minutes 4 seconds

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Whats in a Brand? How ESG Risks Can Make or Break a Brand

Published: Jan. 14, 2021, 1:41 a.m.
Duration: 12 minutes 43 seconds

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Considering the Unknown: Sages Investment Team Weighs in on 2021 Markets

Published: Jan. 5, 2021, 7:57 p.m.
Duration: 9 minutes 15 seconds

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2021 Outlook

Published: Dec. 17, 2020, 2:26 p.m.
Duration: 54 minutes 46 seconds

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2021 Tactical Positioning & Outlook

Published: Dec. 16, 2020, 5:28 p.m.
Duration: 18 minutes 8 seconds

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The 5 Cs of G in ESG

Published: Dec. 14, 2020, 5:37 p.m.
Duration: 19 minutes 47 seconds

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The "G" in ESG Investing

Published: Oct. 12, 2020, 3:19 p.m.
Duration: 11 minutes 54 seconds

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The "S" in ESG Investing

Published: Sept. 22, 2020, 6:12 p.m.
Duration: 10 minutes 29 seconds

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Evaluating ESG Data How Sage Measures Sustainability

Published: Sept. 15, 2020, 9:16 p.m.
Duration: 9 minutes 6 seconds

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How to Talk to Clients About Cash Balance Retirement Plans

Published: Sept. 4, 2020, 4:26 p.m.
Duration: 14 minutes 4 seconds

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The "E" in ESG Investing

Published: Sept. 1, 2020, 5:39 p.m.
Duration: 10 minutes 44 seconds

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Women, the Pandemic, and ESG Investing

Published: Aug. 25, 2020, 4:02 p.m.
Duration: 23 minutes 18 seconds

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ESG for the Non-Profit World: An Opportunity Not to be Missed

Published: Aug. 11, 2020, 7:06 p.m.
Duration: 14 minutes 31 seconds

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The Language of ESG Investing

Published: July 28, 2020, 2:33 p.m.
Duration: 10 minutes 46 seconds

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Sage Comments on the DOL's Proposal for ESG Inclusion

Published: July 10, 2020, 9:07 p.m.
Duration: 12 minutes 11 seconds

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A Perfect Storm for ESG Investing

Published: July 8, 2020, 3 p.m.
Duration: 9 minutes 34 seconds

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The Pandemic Brain

Published: July 1, 2020, 2:15 p.m.
Duration: 58 minutes 4 seconds

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Sustainable Investing With Sages ESG ETF, GUDB

Published: May 15, 2020, 6:17 p.m.
Duration: 12 minutes 48 seconds

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Assessing the Link Between Climate Change Risk & Municipal Credit Ratings

Published: May 11, 2020, 2:47 p.m.
Duration: 12 minutes 21 seconds

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The Resiliency of the Bond Market February Market Update

Published: Feb. 18, 2020, 4:48 p.m.
Duration: 3 minutes 36 seconds

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The Coronavirus & Capital Markets: Implications & Positioning

Published: Feb. 3, 2020, 9:27 p.m.
Duration: 14 minutes 3 seconds

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"Factor-Based Investing" with Ward Bortz of Invesco

Published: Jan. 21, 2020, 5:07 p.m.
Duration: 7 minutes 23 seconds

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Fixed Income 2019 Review and 2020 Outlook

Published: Jan. 16, 2020, 4:23 p.m.
Duration: 10 minutes 4 seconds

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Market Outlook 2020

Published: Jan. 8, 2020, 10:05 p.m.
Duration: 6 minutes 39 seconds

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"The Past is Not Prologue" with Brandon Kunz of Research Affiliates

Published: Jan. 7, 2020, 5:38 p.m.
Duration: 10 minutes 3 seconds

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"The Coming Global Inflection Point" with Stratfor's Reva Goujon

Published: Dec. 31, 2019, 3:19 p.m.
Duration: 12 minutes 30 seconds

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"How the PRI and the CFA Institute Approach ESG Integration" with PRI's Chris Fowle

Published: Dec. 20, 2019, 10:41 p.m.
Duration: 6 minutes 39 seconds

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"Are Global Markets Approaching A Fork In The Road" with State Street's Michael Arone

Published: Dec. 17, 2019, 3:52 p.m.
Duration: 8 minutes 21 seconds

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Five Imperatives of 21st Century Investing

Published: Dec. 10, 2019, 2:37 p.m.
Duration: 8 minutes 2 seconds

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"Machine Learning and Artificial Intelligence" with Professor Peter Stone

Published: Nov. 26, 2019, 3:40 p.m.
Duration: 10 minutes 25 seconds

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"How Care Work Subsidizes Economic Growth" with Professor Nancy Folbre

Published: Nov. 26, 2019, 3:17 p.m.
Duration: 9 minutes 15 seconds

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"3 Reasons Bond ETFs are on the Rise" with BlackRock's Karen Schenone

Published: Nov. 19, 2019, 6:50 p.m.
Duration: 6 minutes 20 seconds

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Is There a Future for Nuclear Power in America?

Published: Oct. 7, 2019, 9:40 p.m.
Duration: 12 minutes 56 seconds

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How Sage Does Tactical Investing

Published: Aug. 13, 2019, 7:06 p.m.
Duration: 10 minutes 45 seconds

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How to Identify Potential Clients for ESG Investing

Published: Aug. 12, 2019, 3:11 p.m.
Duration: 6 minutes 2 seconds

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Slowing Growth & Central Bank Support: Sage's Market Outlook

Published: July 16, 2019, 4:50 p.m.
Duration: 4 minutes 1 second

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Practical Tips for Achieving Success with Insurance Clients

Published: June 18, 2019, 2:24 p.m.
Duration: 24 minutes 8 seconds

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An Interview with SASB's Technology Analyst

Published: June 7, 2019, 4:11 p.m.
Duration: 19 minutes 15 seconds

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An Interview with SASB's Consumer Goods Analyst

Published: May 14, 2019, 1:50 p.m.
Duration: 13 minutes 54 seconds

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Credit Quality at Regional Banks May Signal Economic Slowdown

Published: April 25, 2019, 2:07 p.m.
Duration: 11 minutes 11 seconds

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An Interview with SASB's Services Analyst

Published: April 22, 2019, 2:34 p.m.
Duration: 14 minutes 53 seconds

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Sustainable Investing: Financially Material Issues Affecting the Energy & Mining Industries

Published: March 28, 2019, 7:38 p.m.
Duration: 19 minutes 23 seconds

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Putting Trade into Context: Sages Outlook on Emerging Markets

Published: March 15, 2019, 5:45 p.m.
Duration: 4 minutes 13 seconds

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Consumer Staples is No Longer a Safe Harbor for Bond Investors

Published: March 14, 2019, 3:20 p.m.
Duration: 9 minutes 52 seconds

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The Results of Sage's ESG Stewardship Survey

Published: March 11, 2019, 8:35 p.m.
Duration: 13 minutes 28 seconds

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The Market Environment Favors High-Quality Fixed Income

Published: Feb. 20, 2019, 2:53 p.m.
Duration: 3 minutes 9 seconds

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Q418 Market Review and Outlook for Sage Tactical ETF Strategies

Published: Feb. 7, 2019, 8:32 p.m.
Duration: 6 minutes 28 seconds

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An Interview with SASB's Financials Sector Analyst

Published: Feb. 7, 2019, 4:42 p.m.
Duration: 15 minutes 28 seconds

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Energys Sharp Rebound Reflects Dramatic Sentiment Shift

Published: Jan. 18, 2019, 4:45 p.m.
Duration: 4 minutes 58 seconds

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Is Corporate Leverage Offering a Warning Sign?

Published: Jan. 14, 2019, 9:21 p.m.
Duration: 10 minutes 20 seconds

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The Yield Curve Inversion Whats Different This Time?

Published: Dec. 13, 2018, 3:17 p.m.
Duration: 4 minutes 15 seconds

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Which Asset Classes are Most Attractive Right Now?

Published: Nov. 19, 2018, 10:09 p.m.
Duration: 3 minutes 9 seconds

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The U.S. Housing Market: Continued Recovery, Slowing Momentum

Published: Nov. 16, 2018, 4:54 p.m.
Duration: 7 minutes 52 seconds

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SASB Releases Sustainability Accounting Standards

Published: Nov. 7, 2018, 5:45 p.m.
Duration: 10 minutes 28 seconds

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When Income from Bonds Isn't Enough

Published: Oct. 18, 2018, 7:17 p.m.
Duration: 11 minutes 42 seconds

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Market Update: How to Interpret the Recent Market Volatility

Published: Oct. 15, 2018, 6:37 p.m.
Duration: 5 minutes 26 seconds

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Should You Go to Cash?

Published: Oct. 10, 2018, 4:09 p.m.
Duration: 9 minutes

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How a Tactical Manager Makes Investment Decisions

Published: Oct. 4, 2018, 1:46 p.m.
Duration: 20 minutes 3 seconds

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ETFs or Mutual Funds? The Answer is "It Depends" . . .

Published: Sept. 26, 2018, 4:46 p.m.
Duration: 28 minutes 17 seconds

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Market Update: Will the Fed raise rates three more times?

Published: Sept. 18, 2018, 5:44 p.m.
Duration: 4 minutes 20 seconds

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Constructing the Ultimate Financial Advisor

Published: Sept. 17, 2018, 5:02 p.m.
Duration: 35 minutes 56 seconds

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Strategic vs. Tactical Asset Allocation

Published: Aug. 28, 2018, 8:23 p.m.
Duration: 25 minutes 36 seconds

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