Fixed Income Perspectives — August 2024
August 16, 2024 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Key Themes
- Global markets are now more sensitive to negative growth readings rather than strong inflation prints.
- Flows out of money markets and/or equity volatility should benefit high quality fixed income.
- Agency MBS is a diversifier to broad-based credit de-risking and should benefit from improvement in US bank balance sheets.
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