Fixed Income Playbook for the Second Half
In this podcast, Sage’s Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage’s. . . .
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A Historic Bond Market Decline, Is an End in Sight?
July 7, 2022 — Fixed income funds have experienced the longest consecutive monthly net withdrawal streak on record. While it has been a painful transition. . . .
The Sage ESG Top 5 — Week of July 7
July 7, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
2022 ESG Half Time Report
July 5, 2022 — Throughout most of this year, ESG-related investment strategies have come under heavy public scrutiny because of their association with the notion. . . .
Cracks are Forming in High Yield – Will it Lead to Credit Breaking?
June 27, 2022 — Just six months into 2022, the tone of conversation about risk assets has taken a turn for the worse. Equity markets. . . .
From the Top — Where are we headed for the 2H?
June 23, 2022 — Sage’s Komson Silapachai discusses the outlook for inflation, Fed policy, economic growth, and asset pricing for the second half. See our. . . .
Tactical Investment Strategy, June 2022
June 17, 2022 — This piece illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
The Sage ESG Top 5
June 16, 2022 — Sage President Bob Smith and Sr. Research Analyst Andy Poreda discuss the top ESG news stories of the week. Included in. . . .