Lower Inflation – It’s Been a Long Time Coming
November 11, 2022 -- Yesterday’s CPI print was up less than expected, meaning inflation is starting to show subtle signs of slowing. We still need to see other signs that . . .
Fixed Income Perspectives — November 2022
November 11, 2022 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and . . .
Municipal Fixed Income
Identifying Value Opportunities Amid Struggling Municipal Hospitals
October 5, 2022 -- It has been a rough couple of years for US hospitals, having navigated the front lines of the Covid-19 pandemic and subsequent staffing burnout. . . .