Sage Advisory Podcast

Sage Advisory
  • 5.0 (6)
  • INVESTING

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/

  1. 04/10/2024

    Insuring Tomorrow: An Interview with JD Colbert, Co-Founder of the Sovereign Insurance Association for Native Nations (SIANN)

    This podcast episode from "Insuring Tomorrow" features Greg Cobb, Director of Insurance Solutions at Sage Advisory Services, and JD Colbert, Co-Founder of the Sovereign Insurance Association for Native Nations (SIANN). They discuss the intersection of captive insurance with the Native American community, emphasizing the unique role of tribal sovereignty in creating insurance solutions tailored to Native Nations' needs.

    19 min

  2. 02/20/2024

    The Sage Sustainable 50

    In this podcast we interview Emma Harper, Senior Research Analyst, about The Sage Sustainable 50, an annual list of the most sustainable companies in the US bond market, based on the Sage ESG Leaf Score® methodology.

    12 min

  3. 02/15/2024

    ESG and the Insurance Industry: The Wave is (Still) Building

    The insurance industry is at a turning point. In an era where climate change and environmental responsibility are at the forefront of global conversations, the insurance industry is taking center stage. Welcome to “Insuring Tomorrow,” a series of podcasts where we take a deeper dive into the world of insurance and evolving trends in sustainability. In this episode, we talk with Greg Cobb, head of insurance solutions at Sage Advisory.

    23 min

  4. 02/13/2024

    What's in a name? The story of Sage Advisory Services

    When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sage’s name came to be.

    5 min
  5. Outlook for Bond Investors: Improving Return Profile with Moderating Inflation

    01/23/2023

    Outlook for Bond Investors: Improving Return Profile with Moderating Inflation

    In this quarterly market review and outlook, Sage's Michael Walton and Thomas Urano discuss inflation, the Fed's policy response, and fixed income portfolio positioning. Michael leads Sage's Business Development Team, and Thomas is the Head of Portfolio Management.

    9 min
  6. ESG: Another Layer of Risk Analysis for Short-Term Fixed Income Strategies

    10/24/2022

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

    Sage's Lily Tu talks with CIO Bob Smith and Senior ESG Research Analyst Emma Harper about how Sage integrates ESG analysis into bond portfolios, the differences between ESG and impact, and how ESG integration can enhance financial outcomes.

    18 min
  7. Fixed Income Outlook: Rates, Inflation & Recession Risk

    10/18/2022

    Fixed Income Outlook: Rates, Inflation & Recession Risk

    In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael leads Sage’s Business Development Team, and Thomas is the Head of Portfolio Management.

    16 min
  8. Fixed Income Playbook for the Second Half

    07/07/2022

    Fixed Income Playbook for the Second Half

    In this podcast, Sage's Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage's outlook for the second half of the year.

    15 min
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Ratings & Reviews

5
out of 5
6 Ratings

About

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/

Information

  • Creator
    Sage Advisory
  • Years Active
    2018 - 2024
  • Episodes
    77
  • Rating
    Clean
  • Copyright
    © Sage Advisory
  • Show Website
    Sage Advisory Podcast