Fixed Income Investment Strategy — October 2025

October 10, 2025 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning.

Market Outlook

  • Core fixed income remains attractive heading into year-end and 2026, supported by Fed easing and strong income potential, with intermediate and core indices delivering 6–7% returns and an additional 100–130 bps expected in Q4.
  • Economic backdrop favors measured Fed cuts (1–2 in Q4, then quarterly in 2026), as growth outperforms expectations and inflation pressures remain modest—reducing recession/stagflation risks and extending gains for equities and fixed income.
  • Strategic positioning focuses on excess yield with controlled risk, including a modest long-duration tilt, cautious credit posture, and substantial agency MBS allocation, while favoring sectors with near-term tailwinds such as large banks, regulated utilities, and natural gas energy.

  • DATE: October 10, 2025
  • TYPE: PDF
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