Fixed Income Perspectives — August 2023
August 10, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates our fixed income positioning in the current environment.
Featured Insights
Fixed Income
The Case for Active Management
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 . . .
Fixed Income
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 will . . .