December 30, 2020 — ESG considerations have become increasingly important measures for assessing company valuations, risk management, and regulatory compliance. The quality and consistent execution. . . .
Going into 2021, Sage is positioned for upside given continued positive economic momentum, accommodative monetary policy, a forthcoming fiscal stimulus package, and vaccine rollouts. In. . . .
In this podcast, Sage’s CIO Bob Smith sits down with members of Sage’s investment committee – Rob Williams, Thomas Urano, Jeff Timlin, and Komson Silapachai. . . .
In this podcast, Sage’s Director of Research Rob Williams and Komson Silapachai, Vice President of Research and Portfolio Strategy, discuss the “key risk decisions” that. . . .
December 14, 2020 — When we talk about ESG – environmental, social and governance – investing, we often start with a discussion of the ‘G’. . . .
To better understand how Sage evaluates corporate governance, we have created “The 5 C’s” framework – compensation, composition, competency, clarity, and consistency. In this podcast,. . . .
For the first half of 2021, we believe a continued economic recovery, supportive policy efforts, and a vaccine-related normalization in activity should drive further upside. . . .
December 9, 2020 — Aerospace & Defense is a critical component of the economy and global safety, yet many ESG investing strategies eliminate the industry. . . .
