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Podcast: The Muni 360 Podcast from New York Life Investment Management
Episode: A Solid Second Half Sets the Tone
Description: Markets found new footing in the second half of 2025, as technicals improved, long duration rallied, and investor sentiment turned more constructive. But what does that mean as we look toward 2026?In this episode, host Chris Roberti welcomes back Matt Hage, Portfolio Manager at MacKay Municipal Managers, joining from the firm’s Los Angeles trading desk. They unpack the factors behind muni performance this year, including curve dynamics, the impact of steady inflows, and why the long end of the curve remains well bid. Matt also shares why political noise isn’t moving markets much, what’s reall...