Fixed Income Perspectives — September 2023

September 14, 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: September 14, 2023
  • TYPE: PDF
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Featured Insights

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Fixed Income

“Navigating by the stars under cloudy skies” — Powell’s Comments at Jackson Hole

August 25, 2023 -- Powell’s speech at Jackson Hole was largely a confirmation of the Fed’s conundrum. Is the soft-landing economy with softening inflation scenario enough . . .

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Fixed Income

Fixed Income Investment Strategy — August 2023

August 24, 2023 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.

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Fixed Income

Fixed Income Return Grids

August 22, 2023 -- The following scenarios illustrate what returns could look like for various bond indices over the next 12 months given interest rate and credit spread moves.

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