Fixed Income Playbook for the Second Half
In this podcast, Sage’s Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage’s. . . .
Cracks are Forming in High Yield – Will it Lead to Credit Breaking?
June 27, 2022 -- Just six months into 2022, the tone of conversation about risk assets has taken a turn for the worse. Equity markets have seen a drawdown of over 20% from . . .
From the Top — Where are we headed for the 2H?
June 23, 2022 -- Sage's Komson Silapachai discusses the outlook for inflation, Fed policy, economic growth, and . . .