Fixed Income Perspectives — October 2025

October 2, 2025 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.

Key Takeaways

  • Moderate growth and stable inflation continue to define the US economic landscape, supported by resilient consumer activity and a steady labor market.
  • Policy remains supportive, with the Fed expected to cut rates to 3% and strong tariff revenues contributing to fiscal stability.
  • Fixed income markets are well-positioned, with MBS offering relative value, yields driving returns, and investors likely to rotate out of cash as rate cuts take hold.

  • DATE: October 2, 2025
  • TYPE: PDF
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