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.
Featured Insights
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 . . .
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.
Fixed Income
Fixed Income Return Grids
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.