September Fixed Income Outlook in 5 Charts
September 12, 2019 – Sage provides an outlook for fixed income in 5 charts.
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ESG Case Studies — Bank of America, Cenovus Energy, VMware
August 19, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the key holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios.. . . .
Sage’s Approach to Tactical Investing
Investment managers have different definitions and styles of tactical management. It is important for advisers to understand which approach fits their client’s needs and to. . . .
How Sage Does Tactical Investing
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. . . .
How to Identify Potential Clients for ESG Investing
Sage’s ESG Research Analyst Emma Smith helps financial advisors identify potential clients who may be interested in Environmental, Social, Governance (ESG) investing. For more information. . . .
Debatable, Yet Undeniable – Taking Responsibility for Climate Change
August 5, 2019 – My recent visit to the Arctic was both breathtaking and disturbing. It is a naturalist’s wonderland, offering many opportunities to appreciate. . . .
Feeling Insecure About the SECURE Act?
August 1, 2019 – After the SECURE Act passed quickly through the House of Representatives on May 23 with near-unanimous support, it has unfortunately stalled. . . .
The Increasing Use of ETFs by Insurance Companies
July 22, 2019 — Last September, we posted a note highlighting the overwhelmingly positive motivation for considering the use of exchange traded funds (ETFs) by. . . .