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Podcast: The Muni 360 Podcast from New York Life Investment Management
Episode: A Stronger Market Tone Where Opportunities Persist
Description: Momentum is building in the muni market and despite ongoing uncertainty, opportunity is still out there.In this episode, host Chris Roberti welcomes back Ian France, Research Analyst and Portfolio Manager at MacKay Municipal Managers, for a timely look at what’s shaping the current tone of the municipal bond market. They unpack September’s strong performance, why long-end munis are still attractively priced, and what’s behind the steepness in the curve. Ian also breaks down credit fundamentals, inflation expectations, and how active managers are thinking about portfolio positioning and risk in a market that remains techni...