A Safe Habor for a Stormy Investment Environment
May 19, 2025 — The US bond and equity markets have faced significant volatility this year, driven by a confluence of factors, including trade tariffs, potential tax changes, inflationary pressures, shifting foreign demand for US Treasuries, and deleveraging by hedge funds. This has led to increased market volatility across most traditional asset classes, but one area of the fixed income market that has demonstrated notable performance resilience is the Catastrophe/Insurance Linked Securities(CAT/ILS) sector.
Featured Insights
Fixed Income
Refreshing the Fed’s Policy Framework
May 19, 2025 -- Federal Reserve Chair Jerome Powell delivered the opening remarks at last week’s Thomas Laubach Research Conference, focusing on the Federal Open Market...
Fixed Income
Fixed Income Perspectives — May 2025
May 5, 2025 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Fixed Income
The Two-Faced Economy: Strong Data Amid Shaky Sentiment
May 6, 2025 -- The current geopolitical climate has injected an extra dose of unpredictability for economic participants, as investment and consumption decisions for everyone...