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 affected bond yields and what it means for long-term bond investors.

  • DATE: October 9, 2023
  • TYPE: PDF
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Fixed Income, Municipal Fixed Income, Tactical ETF

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 equity correction into . . .

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Fixed Income

As Fed Tightening Risks Wane, Other Risks Emerge — Fixed Income Outlook in 5 Charts

September 14, 2023 -- A resilient labor market and slowing inflation suggests that the FOMC is done hiking rates. While the growth and inflation picture looks like a soft . . .

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Municipal Fixed Income

The Benefits of Active Management for Municipal Bonds

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