Assessing Fair Value: How Much Further Could Markets Fall?
February 7, 2022 – Since mid-January risk markets have experienced elevated volatility and weakness due to fears of the Fed’s tightening policy. Market segments with the highest valuations and most perceived sensitivity to rates have suffered the worst, as many investors took gains after a sustained post-pandemic run.
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Fixed Income
Hiking Into a Slowdown?
February 10, 2022 -- The Fed has guided rate expectations higher given solid growth to close 2021 and stubbornly high inflation; however . . .
Fixed Income, Municipal Fixed Income
Puerto Rico’s Fiscal Stability Hinges Upon Medicaid Interpretation
February 2, 2022 -- In "A Muni Minute," Sage explains the risks to Puerto Rico's recently released fiscal plan, which heavily depends on . . .
Fixed Income
Rates, Returns & Allocations — Fixed Income Perspectives
February 1, 2022 -- The Fed has embarked on an accelerated tapering schedule that is predicted to end by March 2022 and be followed . . .