Before & After the CutMarket Insights<ul><li>Markets Reprice the Path Forward Amid Fed Uncertainty</li><li>Curve Steepens, Highlighting Value in Intermediate Maturities</li></ul> Headline Risks and FundamentalsCredit Insights<ul><li>Federal Policy and Munis: What Investors Should Know</li><li>Credit Strength Persists Despite Policy and Market Shifts</li></ul><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Before & After the Cut Market InsightsMarkets Reprice the Path Forward Amid Fed UncertaintyCurve Steepens, Highlighting Value in Intermediate Maturities Headline Risks and Fundamentals Credit InsightsFederal Policy and Munis: What Investors Should KnowCredit Strength Persists Despite Policy and Market Shifts Hosted on Acast. See acast.com/privacy for more information.

Before &amp; After the CutMarket Insights<ul><li>Markets Reprice the Path Forward Amid Fed Uncertainty</li><li>Curve Steepens, Highlighting Value in Intermediate Maturities</li></ul> Headline Risks and FundamentalsCredit Insights<ul><li>Federal Policy and Munis: What Investors Should Know</li><li>Credit Strength Persists Despite Policy and Market Shifts</li></ul> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Belle Haven Q3 2025 Newsletter

Quarterly Commentary &amp; PM Q&amp;A <h6>*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. Investment decisions should be made based on an investor's objective and circumstances, and in consultation with their professional tax, financial or legal addvisor. 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: <a href="https://www.bellehaven.com/disclosures" rel="noopener noreferrer" target="_blank">https://www.bellehaven.com/disclosures</a> for additional information.</h6><hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Business

Quarterly Commentary & PM Q&A *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. Investment decisions should be made based on an investor's objective and circumstances, and in consultation with their professional tax, financial or legal addvisor. 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: https://www.bellehaven.com/disclosures for additional information. Hosted on Acast. See acast.com/privacy for more information.

Quarterly Commentary &amp; PM Q&amp;A *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. Investment decisions should be made based on an investor's objective and circumstances, and in consultation with their professional tax, financial or legal addvisor. 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: <a href="https://www.bellehaven.com/disclosures" rel="noopener noreferrer">https://www.bellehaven.com/disclosures</a> for additional information. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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Belle Haven Q3 2025 Newsletter

Belle Haven Q3 2025 Newsletter