Municipal Fixed Income 3Q22 Market Review & Outlook
October 10, 2022 — The municipal market has been playing an extreme game of give and take. For those invested in municipal bonds, the take has been painful with historic negative returns being realized. On the other hand, the municipal market is giving or, more accurately, offering new investors significant yield opportunities that have not existed since 2010. One catalyst that continues to influence municipal returns has been historic mutual fund outflows, which tops $100 billion YTD.
Municipal Fixed Income
Identifying Value Opportunities Amid Struggling Municipal Hospitals
October 5, 2022 -- It has been a rough couple of years for US hospitals, having navigated the front lines of the Covid-19 pandemic and subsequent staffing burnout. . . .
How Much Cushion Does Fixed Income Provide?
September 21, 2022 -- The long-awaited September FOMC statement and summary of economic projections arrived, and it met the expectation coming with a “hawkish” 75 basis point ra
Fixed Income Perspectives — September 2022
In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and . . .