Fixed Income Perspectives — June 2023

June 20, 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.

  • DATE: June 20, 2023
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Featured Insights

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Municipal Fixed Income

Municipal Market Updates – the Good, the Bad & the Ugly

May 15, 2023 -- Sage’s outlook continues to be positive for the municipal market, both from a credit quality standpoint and an economic cycle perspective. The following . . .

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Fixed Income

Drop in Demand for Credit Presents a Headwind for the Economy — Fixed Income Outlook in 5 Charts

May 15, 2023 -- While the banking crisis seems to be contained for the time being, markets are facing the reality of shrinking credit creation, which could present a . . .

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Tactical ETF

Tactical Investment Strategy — May 2023

May 23, 2023 -- As we approach mid-year, we have recast our key outlook and strategy themes for the balance of 2023. 

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