Fixed Income 2019 Review and 2020 Outlook
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. . . .
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5 Key Themes That Will Drive Markets in 2020
January 16, 2020 – Sage’s base case going into 2020 is a market environment characterized by stabilizing growth, low inflation, and continued monetary and fiscal. . . .
Sage 2020 Market Outlook
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 That Will Drive Markets in 2020
This presentation recaps returns for 2019 and provides Sage’s market outlook, including 5 key themes for 2020.
“The Past is Not Prologue” with Brandon Kunz of Research Affiliates
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. . . .
“The Coming Global Inflection Point” with Stratfor’s Reva Goujon
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.. . . .
Climate Risk and the Insurance Industry
December 30, 2019 — Earlier this month, The New York Times published a short note on wildfires and climate change, and their impact on the. . . .
Highlights and Holdings VF Corporation
December 23, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We. . . .