A Historic Bond Market Decline, Is an End in Sight?
July 7, 2022 — Fixed income funds have experienced the longest consecutive monthly net withdrawal streak on record. While it has been a painful transition for most bond market participants, we take a constructive view for the back half of 2022.
Fixed Income Playbook for the Second Half
In this podcast, Sage’s Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage’s. . . .
Fixed Income Perspectives — July 2022
July 8, 2022 -- In this piece, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates . . .
Cracks are Forming in High Yield – Will it Lead to Credit Breaking?
June 27, 2022 -- Just six months into 2022, the tone of conversation about risk assets has taken a turn for the worse. Equity markets have seen a drawdown of over 20% from . . .