Belle Haven Q1 2024 Commentary

Market Insights: Waiting Game

• Uncertainty around interest rates persists, but we still find the current yield environment attractive with strong credit quality in today’s municipal market.

Credit Insights: Federal Government "Waste" Does Not Necessarily Roll Downhill

• We discuss the exposure of several sectors to the federal government and our approach to ensure that our credits are able withstand turbulent times at the federal level.

*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.

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