The Muni 360 Podcast from New York Life Investment Management

New York Life Investments

The seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. With topics that can range from public policy, market technicals, and municipal strategies for clients to consider, tune in to our monthly in-depth conversations for the team’s latest views on the municipal market. MacKay 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.

  1. Jun 19

    Volatility Has Reset the Opportunity Set

    Volatility has been the dominant theme in the municipal market, but it has also created new opportunities for investors. In this month's Muni 360 Market Insights, Eric Kazatsky and Jack Muller discuss how recent rate volatility has led to higher yields across the municipal curve while credit fundamentals remain largely intact. They explore shifting relative value opportunities, the importance of year-round tax management, the impact of increased issuance on market technicals, and what wealth tax and millionaire tax proposals could mean from a municipal credit perspective. Listen as Eric and Jack examine the key factors influencing today's municipal market and discuss where current conditions may be creating opportunities for long-term investors. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investmentswww.newyorklifeinvestments.com MacKay 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. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. SMRU: 8796276 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. May 15

    Volatility, Rate Reset & Where the Opportunity Is in Munis

    The municipal bond market has shifted in recent weeks, with higher yields, heavier supply, and ongoing volatility shaping investor sentiment while also creating new opportunities across the market. In this episode of Muni 360: Monthly Market Insights, Eric Kazatsky sits down with Jack Muller from the MacKay Municipal Managers credit team to discuss the recent backup in yields, Treasury-driven market moves, and the technical factors influencing municipal performance. They also explore why higher yields may be improving opportunities for after-tax income investors, how supply trends inside 10 years are affecting the market, and why fundamentals remain stable despite ongoing volatility. The conversation also touches on wealth tax discussions and what they may, or may not,  mean for municipal credit. Tune in for a practical look at the key forces shaping today’s muni market and where investors may be finding opportunity. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investmentswww.newyorklifeinvestments.com MacKay 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. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. SMRU: 8795990 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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About

The seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. With topics that can range from public policy, market technicals, and municipal strategies for clients to consider, tune in to our monthly in-depth conversations for the team’s latest views on the municipal market. MacKay 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.

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