Fixed Income 3Q22 Market Review & Outlook
October 5, 2022 — While most of the story has been negative for fixed income investors in 2022, higher yield levels and a Fed approaching the end of its tightening cycle creates a much more favorable return backdrop over the medium term. With core fixed income yields around 5%, the cushion against further rate moves is significant and should lead to positive returns over the next 12 months.
How Much Cushion Does Fixed Income Provide?
September 21, 2022 -- The long-awaited September FOMC statement and summary of economic projections arrived, and it met the expectation coming with a “hawkish” 75 basis point ra
Brighter Return Prospects Despite Rate Volatility — Fixed Income Outlook in 5 Charts
September 19, 2022 -- The market is currently pricing in the Fed to raise rates by an additional 175 bps through the end of 2022 to a 4.25% terminal rate for . . .
Fixed Income Perspectives — September 2022
In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and . . .