Should Bond Investors Be Worried About Inflation?
February 25, 2021 — 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 yield to compensate for inflation risk.
Inflation Outlook February 2021
Positioning for Rising Inflation Expectations
February 24, 2021 -- In this video, Sage Director of Research Rob Williams discusses inflation risks and the effects on bond yields . . .
Fixed Income Perspectives — February 2021
February 19, 2021 -- This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.