How Low Can We Go? High-Yield Spreads and Defaults Fall as Balance Sheets Improve
July 13, 2021 — Sage’s Ryan O’Malley weighs in on the insatiable demand for high-yield issuance and how the “great reopening” has caused struggling consumer-linked businesses to rebound much sooner than expected.
Taxable Fixed Income 2Q21 Market Review & Outlook
July 14, 2021 -- Fixed income investors had a reprieve after a tough first quarter. Longer rates fell 25 to 30 basis points and credit spreads tightened. . . .
Municipal Fixed Income
Municipal 2Q21 Market Review & Outlook
July 14, 2021 -- By the end of the second quarter, the municipal market fully recovered from 2020 Covid-19 lows and has now reached record levels in several areas. . . .
3 Reasons Institutional Investors are Taking a Serious Look at ESG Investing
Earlier this week, Sage's President & CIO Bob Smith spoke at the Barron’s Institutional Summit about how the ESG investing landscape is changing and what’s driving . . .