The Muni 360 Podcast Episode - Weekly Wrap Up

Still Constructive in the Fourth Quarter

Credit Analyst Alex McLaughlin shares his optimistic outlook on the municipal market and explores key trends and opportunities for Q4 of 2024.

Previous Episodes

Supply & Hurricane Watch

Join Ian France as he discusses the largest municipal deal of the week as well as how the team focuses on credit surveillance during natural disasters.

Municipal Bonds Still Offering a Healthy Income Stream

Join Alex McLaughlin 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.

Are you making the most of the current opportunity?

Join Mike Denlinger 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.

Talking Credit

Join Alex McLaughlin 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.

The Big Story In Munis

Michael Denlinger 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.

Sorting through a Complex, Yet Attractive Market Landscape

On this episode, host Chris Roberti sits down with Mike Denlinger from the Los Angeles trading desk to discuss how the muni market is looking in late summer 2024, portfolio positioning, an update on credit fundamentals and more. Mike is Managing Director and Portfolio manager with focus on the investment grade segment of the municipal business. So, press play and get ready for another informative episode of The Muni 360 Podcast from New York Life Investments, where the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. 

Volatility Creates Opportunities To Play Offense

What’s up this week in the municipal markets? Find out. The Muni 360 Weekly Wrap Up Podcast covers the municipal landscape from the lens of the trading desk, supply/demand dynamics, views on volatility, and key themes for investors to consider.

Allocation tweak pays off

This was the first month in some time where the high yield segment of the municipal bond market did not materially outperform investment grade segment.

Relative Value On The Rise

Municipal bond valuations are improving relative to treasuries.

No Shortage Of Interesting Opportunities

Robust supply is creating pockets of opportunity in the primary market.

Robust Issuance Creates Opportunities

Pockets of weakness in the primary market are producing interesting opportunities for investors.

Municipal Value Still at Elevated Levels

Director, Credit Analyst and High Yield Municipal Trader, Ian France joins Chris Roberti to discuss the state of the municipal market in mid-2024.

Credit Check

Overall, municipal credit is still in generally good shape.

Will strong issuance continue into summer months?

In 2024, we have finally seen new issue supply come into the market and demand has been strong as well. We dive into this phenomenon in greater detail.

Municipal Resilience and Value Amidst an Evolving Macro Landscape

Portfolio Manager and Trader Matt Hage joins Chris Roberti to discuss the municipal market in 2024, the current credit landscape, and more.

The Income in Fixed Income

Fixed income is essential to many investment portfolios with varying degrees of risk. Municipals have continued to provide a strong income profile, despite recent rate volatility.