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 have seen a drawdown of over 20% from the peak, officially placing major U.S. indices in a bear market.
Featured Insights
Tactical ETF
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 . . .
Tactical ETF
Tactical Investment Strategy, June 2022
June 17, 2022 -- This piece illustrates major investing themes, Sage's asset class views, and portfolio positioning.
Fixed Income
Fixed Income Perspectives — June 2022
June 8, 2022 -- In this piece, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates . . .