Featured Insights
Fixed Income
Why the Fed is Set to Slow its QT Program
January 22, 2024 -- Regardless of the level of inflation and economic growth, the FOMC may have to act to prevent a liquidity drain . . .
Fixed Income
Fixed Income Investment Strategy — January 2024
January 17, 2024 -- Fixed Income Investment Strategy provides an overview of Sage's market outlook and sector positioning.
Fixed Income
As Tailwinds Fade, Excess Return Lies in Security Selection
January 17, 2024 -- Right now, the spread on corporate bonds stands at 97 basis points, which places it in the 36% percentile of spreads going back 1990 . . .