Firm Tone
Join Sunny Gill this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
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Previous Episodes
No Shortage of Opportunities
Looming sizeable reinvestment capital and FDIC portfolio selling create opportunities, plus a word on how we believe municipal bonds might respond to the debt ceiling-related volatility
A Closer Look at Hospital Sector
Join Alex McLaughlin this week as he offers his thoughts on supply in the market and an analyst’s view on higher level of caution for the hospital sector.
An Eventful Week
Hear about how bank portfolio unwinding and the latest rate hike impacted the municipal market.
Road to Recovery
Temporary supply/demand imbalance sets up opportunities
Staying Active Amidst Tax Season
Scott Sprauer, Senior Managing Director and portfolio manager shares some of his observations and thoughts on the municipal market so far this year.
Volatility Creates Opportunity
Drilling down into 2023’s municipal market trends
Taxing Times
Will an entry point emerge this spring?
Volatility Creates Opportunity
Join Peter Bartlett this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
2023: Preparation Seizes Opportunity
Sunny Gill, a Bond Trader with focus on the taxable municipal segment of the market, discusses how 2023 is taking shape this early in the year.
Spring Forward
Discussions on the seasonality of municipal bonds and recent taxable municipal deals
Curve Ball
The recent rate move has created opportunities on two different ends of the municipal yield curve.
Liquidity Matters
Outflow-driven selling pressure has created interesting opportunities for disciplined active managers.
Coupon Structure Matters
Relative Value Analysis of different coupon structures in different rate environments.
Technicals are Improving
Join Mike Denlinger this week as he offers his thoughts on limited new issue supply, seasonal reinvestment, and a return to positive flows in municipal mutual funds are helping drive positive performance.
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