Fed Cycles & Fixed Income Returns

August 1, 2023 — Regardless of precise Fed timing, some combination of yield carry and price returns driven by future easing expectations is likely to drive above-average returns in fixed income over the coming quarters.

  • DATE: August 1, 2023
  • TYPE: PDF
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Fixed Income

Economy Coming In for a Landing After Inflation Turning Point — Fixed Income Outlook in 5 Charts

July 19, 2023 -- Inflation is moving lower while the labor market remains strong, albeit exhibiting a decelerating trend. Rate markets are expecting one more hike in July . . .

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Fixed Income

Fixed Income Investment Strategy — July 2023

July 10, 2023 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning. . . .

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Municipal Fixed Income

Muni Market – Halftime Adjustments for 2023

August 1, 2023 -- It has been a good time to be invested in municipal bonds, and it may just get better. The first half of 2023 provided a strong technical environment . . .

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