Investor Concern Shifts to the Long End — Fixed Income Outlook in 5 Charts
October 20, 2023 — After the increase in Treasury issuance in July, and concerns around the sustainability of the fiscal deficit, investors spoke loudly, demanding a higher compensation (term premium) for taking on duration risk.
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Fixed Income
Fixed Income Perspectives — October 2023
October 17, 2023 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
Municipal Fixed Income
Municipal Fixed Income Perspectives — October 2023
October 17, 2023 -- 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
Fixed Income Investment Strategy — October 2023
October 10, 2023 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning. . . .