Investment Management Industry: Trends & Challenges

January 30, 2018 — An 18th century French proverb states that “the more things change the more they stay the same”.

  • DATE: January 30, 2018
  • TYPE: PDF
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Featured Insights

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Fixed Income

A Time for Concern: Bond Market Commentary

Since the 2016 U.S. Presidential election there has been a surge in risk appetites as investors have reduced their preference for high quality, low risk liquid investments.

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Fixed Income

Sage Advice Taxable Quarterly Market Review 1Q2018

In the near-term, risks appear to have shifted toward spread risk vs. rate risk. We are focused on reducing some duration within our credit allocation and expect to hold our

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Fixed Income, Municipal Fixed Income

Sage Advice Municipal Quarterly Market Review 1Q2018

Despite hurdles for revenue growth in some states, revenue sectors are well positioned for stable to improving fundamentals.

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