Is the Bond Market’s Heat Wave Over?

07/04/2022 12 min

Listen "Is the Bond Market’s Heat Wave Over?"

Episode Synopsis

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.