Fixed Income 1Q23 Market Review & Outlook
April 2023 — Despite the volatility of the past month and pressure on spreads, the medium-term outlook for fixed income remains highly favorable. Attractive yield carry, a weak growth picture, and the end of the Fed cycle are all conditions conducive to strong returns in core fixed income.
Value, Regulation & Liquidity – How Sage Views the Banking Sector
March 24, 2023 -- Our view on the banking sector has been based on three factors: value, regulation, and liquidity. In this piece, Sage addresses . . .
Financial Stability Concerns Come to the Forefront — Fixed Income Outlook in 5 Charts
March 16, 2023 -- Stresses from the US regional banking system as well as Credit Suisse have made the outlook for economic growth and Fed policy more complex. The Fed . . .
Fixed Income Perspectives — March 2023
March 16, 2023 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates . . .