Is Now the Time to Buy Fixed Income?
April 6, 2021 — Interest rates have risen remarkably since August, from 0.52% on August 4 to 1.74% on March 31, resulting in negative total returns for bond investors. While we may be entering an era of higher GDP growth and inflation expectations, it’s important to remember what typically happens to core bond returns following such sharp interest rate moves.
Should Bond Investors Be Worried About Inflation?
Inflation is a bond investor’s worst enemy. Higher costs erode the purchasing power of a bond’s future cash flows, which pushes bond yields higher as investors demand more . . .
Tactical Investment Strategy, March 2021
March 17, 2021 -- As Covid-19 cases decline and economies reopen, the anticipation of continued economic growth and a renewed boost in . . .
Sage 2021 Stewardship Policy
This report outlines Sage’s approach to stewardship, including our engagement policy and commitment to industry initiatives. Sage's Stewardship Policy represents current . . .