The Case for Active Fixed Income Management
August 18, 2023 — We’re currently in a pause period, where the Fed is weighing economic data to determine how much longer rates will need to be held at these levels before starting to ease. Historically, we are entering a good return period for fixed income, but we believe it’s important to have an active manager to make decisions about which levers will generate excess alpha as we near the end of the cycle.
The Fed Is Likely Done Hiking: What’s Next — Fixed Income Outlook in 5 Charts
August 10, 2023 -- Economic readings continue to point to a “soft landing” through the next few months, characterized by low and falling inflation and a resilient labor market.
Fixed Income Perspectives — August 2023
August 10, 2023 -- In this presentation, Sage answers the 4 big questions and illustrates our . . .
Fed Cycles & Fixed Income Returns
August 1, 2023 -- Regardless of precise Fed timing, some combination of yield carry and price returns driven by future easing expectations will . . .