Fixed Income Perspectives — November 2024
November 13, 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
- With Republican control of Washington, markets have priced in more aggressive tax cuts and tariffs.
- The Fed has room to lower rates more than is priced by markets, as inflation should continue decelerating.
- We are overweight duration, focusing on high quality corporates and agency MBS.
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