Economy Coming In for a Landing After Inflation Turning Point — Fixed Income Outlook in 5 Charts
July 19, 2023 — Inflation is moving lower while the labor market remains strong, albeit exhibiting a decelerating trend. Rate markets are expecting one more hike in July, which we believe will be the final one given the trajectory of inflation data.
Featured Insights
Tactical ETF
Asset Allocation Perspectives, 3Q23 Outlook
July 2023 -- The following charts illustrate Sage's macro views and tactical ETF positioning given our market outlook.
Fixed Income
Fixed Income Perspectives — July 2023
July 17, 2023 -- In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth . . .
Fixed Income
Fixed Income Investment Strategy — July 2023
July 10, 2023 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning. . . .