The Muni 360 Podcast - Weekly Wrap Up

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.

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.