Fixed Income Field Manual
October 10, 2023 — Recent data surprises have caused a significant repricing in yields, causing investors to worry about another negative year for fixed income.. . . .
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Municipal Fixed Income Investment Strategy
October 10, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .
Fixed Income Investment Strategy — October 2023
October 10, 2023 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook In September, the FOMC held. . . .
Tactical Investment Strategy — October 2023
October 10, 2023 — Tactical Investment Strategy provides an overview of key economic and policy themes and how Sage is tactically positioned in the current. . . .
Anatomy of a Selloff
October 9, 2023 — In this Notes from the Desk, we look at how the change in financial conditions since the end of July has. . . .
Sage Advice Quarterly Market Review 3Q23
October 3, 2023 — Third quarter returns were characterized by three major trends – rising long-end yields, a significant move higher in oil, and an. . . .