Sage Is in the “No More Rate Hikes” Camp

January 22, 2019 — While investors have focused on the recent stock market recovery, one important development has largely been overlooked: the end of the. . . .

January 22, 2019 4:03 pm

Energy’s Sharp Rebound Reflects Dramatic Sentiment Shift

January 18, 2019 — While a further rally in risk assets and compression in credit spread will require a follow-through by the Fed as a. . . .

January 18, 2019 4:19 pm

Energy’s Rebound Reflects Dramatic Sentiment Shift

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

January 18, 2019 12:52 pm

Is Corporate Leverage Offering a Warning Sign?

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.

January 17, 2019 4:43 pm

The Yield Curve Inversion – What’s Different This Time?

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?

January 17, 2019 4:40 pm

Which Asset Classes are Most Attractive Right Now?

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

January 17, 2019 4:38 pm

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

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.

January 17, 2019 4:35 pm

SASB Releases Sustainability Accounting Standards

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.. . . .

January 17, 2019 4:30 pm