Sage’s Komson Silapachai discusses the impact of the coronavirus on markets, the two reasons for continued strength in fixed income, and where Sage sees pockets of opportunity.
Market Update
The Resiliency of the Bond Market – Market Update
Podcast recorded on 02/14/2020
Featured Podcasts
Fixed Income
Outlook for Bond Investors: Improving Return Profile with Moderating Inflation
Podcast recorded on 01/23/2023
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. . . .
ESG Solutions
ESG: Another Layer of Risk Analysis for Short-Term Strategies
Podcast recorded on 10/20/2022
Sage’s Lily Tu talks with CIO Bob Smith and Senior ESG Research Analyst Emma Harper about how Sage integrates ESG analysis into bond portfolios, the. . . .
Fixed Income
Fixed Income Outlook: Rates, Inflation & Recession Risk
Podcast recorded on 10/17/2022
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. . . .