When Will the Party End for the U.S. Corporate Bond Market?
There comes a point at every great party when the festivities start to wind down. The crowd dwindles, the snacks are gone, and the beverage consumption comes to a . . .
Is Too Much Optimism Priced Into Risk Markets?
Macro conditions have continued their positive trajectory throughout the first quarter of the year, with US economic activity at the highest pace post-crisis and the labor . . .
3 Key Macro Themes for the First Half of 2017
While politics and fundamentals continue to drive the investment outlook, at Sage, we believe it is the global macro landscape which is central to investing in the first . . .