Belle Haven Investments

🎧 In the latest episode of "Adjusted for Risk" with Ryan Nauman, Stan Sattler, the Director of Investment Solutions and Partner at Belle Haven Investments, dives deep into the opportunities within fixed income. This engaging and insightful discussion is a must-listen for anyone interested in the current fixed income landscape. #Podcast #FixedIncome #InvestmentInsights

📉 Investors Remain Underweight Bonds 📉 In the midst of an equity bull market and persistently low interest rates, individual households continue to underweight bonds in their portfolios. As our CEO & CIO, Matt Dalton, often reminds us, “the market doesn’t trade to benefit the herd.” #Investing #Bonds #MarketTrends #FinancialInsights #InvestmentStrategy

Our Director of Research, Dora Lee, was featured in a recent Bloomberg News article discussing the surge of muni sales this year. "The supply surge has been a welcome surprise in the market, which digested the bonds and highlighted the strength of demand among buyers," said Dora Lee. “Issuers seemed to have gotten tired of waiting for interest rates to come down, gritted their teeth and issued anyway.” https://lnkd.in/ejJHBsDD #MarketInsights #Leadership #BelleHavenInvestments #Research #Investments #Munis

🔔 Credit Card Interest Rates Hit Record Highs, While Excess Savings Dwindle

💸Uncle Sam's New Spending Splurge💸 In a historic turn of events, US federal interest payments have surpassed defense spending for only the second time in history. This rare occurrence last took place briefly in Q1 1998, during another high-interest rate period. #Economy #Finance #USSpending #InterestPayments #DefenseSpending

🌟 SMA Popularity Boosts Muni Trading 🌟 Over the past decade, we've seen an average of 4.6 million trades in the municipal bond market from the start of the year to mid-June. This year, however, we've reached a remarkable milestone with 6 million trades—the highest since the mid-1990s! What's driving this surge? A significant shift in investor preferences, particularly the rising popularity of separately managed accounts, is fueling this increased trading activity. It's an exciting time for the municipal bond market as we navigate these evolving trends. 🚀 #Finance #Investment #MunicipalBonds #Trading #MarketTrends #AssetManagement #Investing #Munis #Muniland #SMA

Active management may be making a comeback, but at Belle Haven Investments, we've unwaveringly adhered to our consistent and repeatable active management process since 2002. If you're looking to enhance your fixed income portfolio and maximize your investment potential, partner with an active manager like Belle Haven Investments. By leveraging our expertise, experience, and unique investment approach, we are able to uncover hidden opportunities as we aim to generate higher returns for your clients. Additionally, we offer premium personalized service, extensive customization options, and strategic insights to support and elevate your practice. #bonds #fixedincome #smas #funds #activemanagement #investing #assetmanagement #munis #muniland https://lnkd.in/enE6ERu8

US banks are still reporting significant unrealized mark-to-market losses on their bond portfolios. In fact, Q1 2024 marks the 10th consecutive quarter of such losses, surpassing the duration experienced during the 2008 Financial Crisis. The persistence of these losses highlights ongoing challenges in the financial landscape. As we navigate these turbulent times, it's crucial to stay informed and proactive in managing risks. Want more content like this? Reach out to us at [email protected] to be added to our weekly newsletter, Brunch with Belle Haven, where we share brief and timely information like this. #Finance #Banking #FinancialMarkets #EconomicTrends #RiskManagement #AssetManagement #Bonds #Credit

Proud to share that our Taxable Ladder PLUS strategy was honored in the SMArtX Advisory Solutions 2024 X Awards, securing the top spot in the Fixed Income - Taxable category!

Our Director of Research Dora Lee told The Stranger “it’s not the renter protections” that make lenders pass on affordable housing projects. As the economy comes out of a period of low interest rates into higher interest rates and high inflation, “We've seen the industry tighten up its underwriting standards and require more margin and more profitability in the projects that they do underwrite, which is constricting the amount of available capital for affordable housing projects.” Read more here: https://lnkd.in/gGQpAUNT #interestrates #municipalbonds #investing #affordablehousing #muniland #inflation #assetmanagement