How Much Cushion Does Fixed Income Provide?
September 21, 2022 — The long-awaited September FOMC statement and summary of economic projections arrived, and it met the expectation coming with a “hawkish” 75 basis point rate hike. However, the Fed’s projections of future rate hikes was more hawkish than expected.
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 . . .
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 . . .
Tactical Investment Strategy, September 2022
September 19, 2022 -- This report illustrates major investing themes, Sage's asset class views, and portfolio positioning.