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Attractive Levels Garnering Attention
Manage episode 500408838 series 3306907
Issuance is up, the curve is steepening, and tax policy is finally clear—conditions that have muni investors taking a closer look.
In this episode, host Chris Roberti is joined by Matt Hage, Portfolio Manager at MacKay Municipal Managers, for a timely look at market dynamics and positioning. Matt shares why issuance is running 20% above last year’s record pace, how shifts in the curve are opening long-term opportunities, and what the “One Big Beautiful Bill” means for tax policy and sector risk. They also discuss credit fundamentals, potential catalysts for a rally, and why active management may be better equipped than passive strategies in today’s environment.
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Presented by New York Life Investments
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MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
SMRU: 8252992.1
163 episodes
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