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As an advisor, it’s important to be able to construct a portfolio that can perform well in different market environments.
In this episode, Stan Sattler, Director of Investment Solutions at Belle Haven Investments, delves into the risks and rewards associated with different types of bonds.
He also shares Belle Haven’s laddered portfolio strategy and provides practical advice on building a fixed-income portfolio that is not solely dependent on predictions of interest rate movements.
Stan discusses:
- The different revenue streams backing bonds
- The risks and rewards associated with different types of bonds
- How Belle Haven Investments focuses on safer areas of the bond market
- Advice on building a fixed-income portfolio that can perform well in various market environments
- Avoiding decisions based solely on predictions of interest rate movements
- And more!
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