‘Tis The Season for Corporate Credit
December 2, 2024 — The combination of an economic expansion, an easing Federal Reserve, and expectations of expansionary fiscal policy have propelled corporate bond spreads to their tightest levels since the mid-1990s, as investors capitalize on the highest all-in yields available since the Global Financial Crisis (GFC).
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Fixed Income
What SLOOS Tells Us About Credit and the Economy
November 18, 2024 -- A Republican-controlled government should result in less regulation of the banking sector, potentially loosening rules and easing credit availability. . . .
Fixed Income
The Dash from Cash
November 15, 2024 -- With the Federal Reserve well into its rate-cutting regime, the landscape for money market funds is changing. . . .
Fixed Income
Fixed Income Perspectives — November 2024
November 13, 2024 -- This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.