Featured Insights
Fixed Income
Waning Inflation Increases Likelihood of Rate Cuts
July 15, 2024 -- Last week’s soft inflation data and recent weakening labor make it increasingly likely that the Fed will cut rates starting in late summer. Interest rates...
Fixed Income
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.
Fixed Income
Bonds in the Balance: Navigating the Fed’s Interest Rate Seesaw
July 9, 2024 -- How does fixed income typically behave during Fed interest rate cycles? We measured yield levels, curves, and credit spreads, as well as fixed income total...