Brighter Return Prospects Despite Rate Volatility — Fixed Income Outlook in 5 Charts
September 19, 2022 — The market is currently pricing in the Fed to raise rates by an additional 175 bps through the end of 2022 to a 4.25% terminal rate for this hiking cycle. The yield curve has flattened to deeply negative levels to account for the effects of tightening financial conditions. For long-term investors, high-quality fixed income yields offer compelling entry points, particularly in short duration sectors.
Tactical Investment Strategy, September 2022
September 19, 2022 -- This report illustrates major investing themes, Sage's asset class views, and portfolio positioning.
Fixed Income Perspectives — September 2022
In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and . . .
Municipal Fixed Income
The Ghosts of Pension Future (Part 3)
September 6, 2022 -- To establish fund solvency, a number of pension systems need to discover new and innovative solutions to long-standing issues. . . .