Episodios
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We discuss how a temporary technical imbalance could resolve favorably, as well as the current shape of the municipal yield curve and the opportunities that it presents.
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Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
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LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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On this episode, host Chris Roberti sits down with Sunny Gill from the Los Angeles trading desk to discuss the municipal market as of September 2024. Sunny is a Portfolio Manager and Trader with focus on the investment grade segment of the market. Along with Chris, he guides the listener through updates on the municipal landscape, as attractive opportunities and strong issuance continue through the latter end of summer towards autumn. 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.
Follow Us
Twitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
SMRU - 6954338
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Credit upgrades are still outnumbering downgrades
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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Robust new issue supply is creating relative value opportunities.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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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.
Follow Us
Twitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
SMRU: 6861851
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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.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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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.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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Whatâs 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.
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On this episode, host Chris Roberti sits down with Bob DiMella from the Los Angeles trading desk to discuss how our Top Five Insights for 2024 have played out so far this year. Bob is the Co-Head & Co-CIO of MacKay Municipal Managers, and a Municipal Bond Portfolio Manager with focus on the investment grade segment of the market. Together, Bob and Chris break down our teamâs five insights, which were released in January of this year, as well as share thoughts on how the rest of the year is looking. 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.
Follow Us
Twitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
SMRU: 6756262
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Robust supply is creating pockets of opportunity in the primary market.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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Pockets of weakness in the primary market are producing interesting opportunities for investors.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
Short Description (If the description is too long. Used for Apple Podcasts):
Whatâs 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.
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On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market now that we are approaching summer. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess the 2024 market, discuss opportunities in the high yield municipal space, delve into the current credit landscape, and more. So, press play and get ready for another illuminating 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.
Follow Us
Twitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
SMRU: 6663638
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Investors are gearing up for a potentially lighter new issuance calendar ahead.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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Overall, municipal credit is still in generally good shape.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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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.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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On this episode, host Chris Roberti sits down with Matt Hage from the Los Angeles trading desk to discuss the state of the municipal market so far in 2024. Matt is a Portfolio Manager and Trader with focus on the investment grade segment of the market, and along with Chris, he digs into the current rate and inflation narrative, portfolio positioning, credit landscape, and much more. 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.
Follow Us
Twitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
SMRU 6615486
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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.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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The fundamental outlook for the municipal health care sector is improving.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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This week Ian talks about how new issue municipal bond deals remain well-subscribed.
Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market.
Follow Us
Twitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
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On this episode, host Chris Roberti sits down with Sunny Gill from the Los Angeles trading desk to discuss the municipal market now that we are into Q2 of 2024. Sunny is a Portfolio Manager and Trader with focus on the investment grade segment of the market, and along with Chris, he explores the recent lackluster municipal returns, the current attractiveness in the market, the credit landscape, and much more. 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.
Follow Us
Twitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investments
www.newyorklifeinvestments.comMacKay 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. âNew York Life Investmentsâ is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
SMRU 6517521
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