• Belle Haven Q4 2023 Commentary

  • 2024/01/23
  • 再生時間: 14 分
  • ポッドキャスト

Belle Haven Q4 2023 Commentary

  • サマリー

  • Market Insights: Shifting Gears

     

    • A recap on the Fed and the economy.

     

    • We caution against continuing with the “T-bill and chill” strategy that proved successful for the better part of the last two years. While the Fed’s aggressive tightening scared many investors to the sidelines, the window for opportunity may be closing soon. It’s not too late to join the bond party, but we don’t expect the fun to last.


    Credit Insights: Belle Haven Sector Outlooks

     

    • A quick look at the various municipal sectors and how they may be able to meet the uncertainty ahead.



    *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.

    続きを読む 一部表示

あらすじ・解説

Market Insights: Shifting Gears

 

  • A recap on the Fed and the economy.

 

  • We caution against continuing with the “T-bill and chill” strategy that proved successful for the better part of the last two years. While the Fed’s aggressive tightening scared many investors to the sidelines, the window for opportunity may be closing soon. It’s not too late to join the bond party, but we don’t expect the fun to last.


Credit Insights: Belle Haven Sector Outlooks

 

  • A quick look at the various municipal sectors and how they may be able to meet the uncertainty ahead.



*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.

Belle Haven Q4 2023 Commentaryに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。