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 returns over the past 32 years to determine performance during three periods: when the Fed lowers, raises, or holds steady its policy rate.
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Fixed Income
Does Election Season Influence the Fed’s Decisions?
July 1, 2024 -- As we enter the second half of the year, the market is focused on the leadup to the US presidential election in November. There's a common debate about...
Fixed Income
Fixed Income Investment Strategy — July 2024
July 8, 2024 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.
Fixed Income
A Rising Star — Fed Raises Projections for Long Term Fed Funds Rate
June 17, 2024 -- The interest rate environment over the past nine months has resembled a pendulum as markets (and Fed officials themselves) attempt to shift from a hiking to...