Sage Advice Taxable Quarterly Market Review 3Q2017

Our overall portfolio strategy in fixed income has remained essentially the same; focus on yield carry, relative value, and carry a full duration or benchmark interest rate risk.

  • DATE: September 30, 2017
  • TYPE: PDF
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Despite several challenges, municipal credit trends should continue to be stable for the remainder of 2017 with credit risk limited to several well-known issuers.

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