Want to create an interactive transcript for this episode?
Podcast: The Muni 360 Podcast from New York Life Investment Management
Episode: Discipline Drives Differentiated Results in 2026
Description: A new year brings new market dynamics and fresh insight for municipal investors looking to stay ahead in 2026.In this episode, host Eric Kazatsky is joined by Mike Denlinger, Managing Director and Portfolio Manager at MacKay Municipal Managers, to walk through the team’s Top Five Insights for 2026. From the resilience of essential service revenue bonds to the dispersion emerging in high yield, Mike shares what themes and strategies matter most in the current environment.They break down curve positioning, taxable muni opportunities, and how active flexibility can uncover value where passive strategies fall short. If...