Is the Bond Market’s Heat Wave Over?
Manage episode 324937424 series 3080083
Sage Managing Partner Michael Walton and Thomas Urano, who leads the Portfolio Management Team, talk about “the perfect storm” that caused one of the all-time worst quarters for the bond market. They discuss the three things that need to happen to get inflation under control and how Sage is positioned given the near-term outlook.
77 episodios