Tactical Investment Strategy — March 2023
March 13, 2023 — Risk and rates markets remain captives of shifting Fed policy expectations, which have become more hawkish over the last month due to hotter inflation and resilient growth. This has driven rates higher and sparked some weakness in global equities over the last few weeks. We continue to position for downside risk with additional fixed income, and we are cautiously positioned within the equity and fixed income allocations.
Fixed Income Perspectives — February 2023
February 16, 2023 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy . . .
Tactical Investment Strategy — February 2023
February 15, 2023 -- We continue to view the risk/reward for fixed income as favorable. In the near-term, rates could come under renewed pressure . . .
Municipal Fixed Income
Illinois Achieves Another Rating Upgrade, but Upside Still Remains for Investors
February 28, 2023 -- Last Thursday, the State of Illinois achieved another milestone with its third one-notch rating upgrade from S&P over the last 19 months, bringing . . .