• Belle Haven Q1 2023 Market Update with Matt Dalton - 2/2/2023

  • 2023/02/06
  • 再生時間: 55 分
  • ポッドキャスト

Belle Haven Q1 2023 Market Update with Matt Dalton - 2/2/2023

  • サマリー

  • Jump to specific insights:

    • [1:50] – We give a brief recap of our last webinar that took place on 10/5/2022
    • [4:44] – Discussion around current fixed income valuations, supply/demand, and the current state of liquidity in the fixed income market
    • [10:15] – Matt’s thoughts around the Fed, and our outlook on interest rates
    • [19:30] – The current state of the economy
    • [22:40] – Matt highlights the advantages of Taxable Munis vs IG Corporate Debt
    • [28:14] – Matt answers questions regarding the likelihood of a recession, National Deficits, and future tax rates
    • [35:20] – Q&A - Matt addresses questions from our partners around the country


    *The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.

    Hosted on Acast. See acast.com/privacy for more information.

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あらすじ・解説

Jump to specific insights:

  • [1:50] – We give a brief recap of our last webinar that took place on 10/5/2022
  • [4:44] – Discussion around current fixed income valuations, supply/demand, and the current state of liquidity in the fixed income market
  • [10:15] – Matt’s thoughts around the Fed, and our outlook on interest rates
  • [19:30] – The current state of the economy
  • [22:40] – Matt highlights the advantages of Taxable Munis vs IG Corporate Debt
  • [28:14] – Matt answers questions regarding the likelihood of a recession, National Deficits, and future tax rates
  • [35:20] – Q&A - Matt addresses questions from our partners around the country


*The contents of this commentary are intended for educational purposes only and are not intended to be relied upon as a forecast, research or investment advice, nor should it be considered a recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. All opinions expressed in this commentary are subject to change without notice. Nothing in this commentary should be considered tax or legal advice and investors should contact their tax professional for information regarding their tax situation. Please refer to the Disclosures link below for additional information.

Hosted on Acast. See acast.com/privacy for more information.

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