Sage Advisory Services | Invest With Wisdom

Sage Advisory. We offer fixed-income asset management, tactical ETF strategies, and liability-driven solutions for institutional and private...

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Sageadvisory.com news digest

  • 5 years

    Recent Market Volatility

    In another sign that markets continue to move into a late-cycle, higher-volatility regime, equity markets fell significantly yesterday. U.S. equities registered a 3% to 4% loss led by high-momentum technology names, yet other asset classes, such as bonds...

  • 5 years

    A Better Balance of Risk: ESG Investing for Insurance Companies

    Insurance has always been a balance of risk – a balance of pure insurance risk (or underwriting risk) versus investment risk. The balance that is ultimately struck determines the unique personality of each insurance company. What is common among these...

  • 5 years

    Facebook’s Fall: Why Considering ESG is Important in the Investing Process

    Long before Facebook revealed that 87 million users’ data may have been breached (April 2018), and even before it was revealed that Ted Cruz’s presidential campaign retrieved Facebook users’ data without their permission (December 2015), Facebook had...

  • 5 years

    3 Questions for the Second Half

    What follows the volatile market environment we saw in the first half of 2018?
    If the volatility during the first half of 2018 was caused by fears of reflation and higher rates negatively impacting equities, then the theme unfolding for the second half is looking like the opposite – a shock to growth due to trade issues or a slowdown...

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