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Is the Bond Market’s Heat Wave Over?
Manage episode 324937424 series 3080083
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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 episod
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