Lower Inflation – It’s Been a Long Time Coming
November 11, 2022 — Yesterday’s CPI print was up less than expected, meaning inflation is starting to show subtle signs of slowing. We still need to see other signs that this is a trend, and our base case continues to be that the Fed will increase rates once or twice more and leave policy steady for longer than expected. With this backdrop, we believe the fixed income environment remains favorable, with yields not seen since 2008.
Fixed Income Perspectives — November 2022
November 11, 2022 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and . . .
BBBs Lagged in the Recent Risk Rally
November 9, 2023 -- BBB corporate bonds make up greater than 50% of the investment grade corporate market, and they look particularly attractive here . . .
Fixed Income Outlook: Rates, Inflation & Recession Risk
In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael. . . .