Municipal Fixed Income Perspectives — December 2024
December 5, 2024 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Key Themes
- Municipal yields have most likely peaked and should grind tighter over 2025.
- The time to extend duration is now, with longer dated strategies offering maximal risk-adjusted returns.
- Investors can benefit from an early reallocation to municipal bonds to avoid the seasonal rush to market that occurs every January.
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