Fixed Income Perspectives — November 2022
November 11, 2022 — 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.
Fixed Income Outlook: Rates, Inflation & Recession Risk
In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael. . . .
BBBs Lagged in the Recent Risk Rally
November 9, 2023 -- BBB corporate bonds make up greater than 50% of the investment grade corporate market, and they look particularly attractive here . . .
Looking Past Near-Term Volatility — Fixed Income Outlook in 5 Charts
October 17, 2022 -- The main factor for markets now is the path of US inflation. The Fed remains hyper focused on bringing down inflation . . .