Focusing on the Three C’s for Fixed Income Investing
Fixed Income Perspectives — October 2020
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
Credit Spread Dispersion Between Cyclical and Non-Cyclical Industries Reveals Opportunities
While corporate credit spreads flatlined in August, Sage sees opportunities among select consumer cyclical sectors that have yet to fully recover.
Tactical Investment Strategy, November 2020
We are looking beyond election-related volatility and are focused on four pillars of the recovery . . .