Fixed Income Perspectives — July 2024
July 19, 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
- Election concerns have moved to the fore as the market digests the implications of a Republican victory.
- Conditions are setting up to be extremely supportive of fixed income.
- We continue to move up in quality and carry full durations in our fixed income positioning.
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