No, 60/40 is Not Dead
December 1, 2021 — A recent trend in commentaries has had some disturbing elements, including suggestions that a traditional 60/40 portfolio no longer provides diversification. As a fixed income manager, we’ve seen tightening cycles come and go, and we’ve learned that there is always a place for fixed income.
Municipal Fixed Income
The More Things Change, the More They Stay the Same
December 1, 2021 -- In "A Muni Minute," Sage explains why recent ratings upgrades for the State of Illinois maybe short-lived and provides an alternative municipal option.
Infrastructure Investment & Jobs Act: Patching Potholes
Last Monday, President Biden signed into law the $1.2 trillion Infrastructure Investment and Jobs Act (IIJA), which includes $550 billion of funding for municipalities to . . .
The Forecast for Fixed Income Returns – Better Than You Might Expect
November 10, 2021 -- We have reached a pivotal point in both the economic and monetary policy cycle, and uncertainty for fixed income is high. . . .