Is High Yield Immune to Interest Rate Increases? Not So Fast My Friend…
October 12, 2021 — Is high yield immune to interest rate increases? Not so fast… During periods of rate increases, the duration of high yield bonds is a moving target – often catching high yield investors off guard.
Taxable Fixed Income 3Q21 Market Review & Outlook
October 11, 2021 -- Core bond markets will likely remain under pressure into year-end, with yields grinding higher as markets prepare for tapering and . . .
The Winners and Losers of the Great Reflation Trade
Not all commodities have benefitted equally in the reflation/economic reopening trade. Some have long-term structural supply/demand imbalances, while others have seen . . .
Fixed Income Perspectives
September 22, 2021 -- This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.