We implement a top-down analytical approach focused on actively managing portfolio duration risk, yield curve positioning, market segment allocation, and active security selection.
Our fixed income solutions include both taxable and tax-exempt strategies that serve clients’ needs across the maturity spectrum. We also build custom fixed income strategies designed to help our liability-focused clients efficiently accomplish their unique goals and objectives.
Learn More About Fixed Income
We offer a suite of taxable fixed income strategies across the maturity spectrum ranging from cash management to diversified core portfolios. Each strategy is managed through a top-down investment approach designed to deliver strong risk-adjusted returns.
The investment team works within established constraints to maintain broad diversification while implementing each strategy with highly liquid cash bonds that pass our strict credit and structural analysis.
Our tax-exempt fixed income portfolios are designed to meet a wide array of client objectives and can be customized based on quality and state preference. The key to our municipal investment process is avoiding exposure to investments which are
not supported by strong fundamentals, as well as issues that reside in regions with clear macro and fiscal risks.
Sage Advice Taxable Quarterly Market Review 1Q2018
In the near-term, risks appear to have shifted toward spread risk vs. rate risk. We are focused on reducing some duration within our credit allocation and expect to hold our
Sage Advice Municipal Quarterly Market Review 1Q2018
Despite hurdles for revenue growth in some states, revenue sectors are well positioned for stable to improving fundamentals.
Fixed Income Perspectives Presentation December 2017
Explore this month’s market environment including key macro risks, fed policy expectations, US treasury rate status, and global economic growth.