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Podcast: The Muni 360 Podcast from New York Life Investment Management
Episode: Perspectives out of the Gate in 2025
Description: Host Chris Roberti sits down with Mike Denlinger, Portfolio Manager at MacKay Municipal Managers, to break down the biggest trends shaping the municipal bond market in 2025. Instead of just focusing on interest rates and inflation, investors now need to pay closer attention to picking the right bonds and sectors. Mike shares insights on market shifts, why security and sector selection are more important than ever, and what investors should watch for in the coming months. They also discuss tax policy updates, market supply, and how active management can help navigate this changing landscape. If you're investing in munis or...