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. APR 17

    Rate Backup, NYC Credit & Finding Opportunity in Volatility

    The municipal bond market is navigating a period of rising rates, shifting demand, and headline-driven narratives but the underlying story may be more stable than it seems. In this episode of Muni 360, host Eric Kazatsky is joined by Jack Muller from the credit desk at MacKay Municipal Managers. They look at what has been driving the recent backup in rates across the yield curve, why the move in munis is largely a treasury story, and what that means for investors who are paying attention right now. Eric and Jack also address the noise surrounding New York City's bond market and walk through why the fundamentals there remain on solid ground despite the headlines. For anyone trying to separate what actually matters from what is just market chatter, this episode offers a grounded look at where things stand and why the current environment may be worth leaning into. 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: 8795788 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    29 min
  2. MAR 20

    Geopolitical Risk, Private Credit Stress & Why Munis Are Different

    Markets are facing a great deal of uncertainty right now. Geopolitical tensions, rising interest rates, and signs of stress in parts of the private credit market are prompting investors to ask new questions. In this episode of Muni 360: Weekly Wrap Up, host Eric Kazatsky sits down with Jack Muller, CFA, to discuss what’s happening across the broader market and what it could mean for municipal bond investors. Eric and Jack also explore the key structural differences between private credit and municipal bonds, including issuer profiles, revenue stability, leverage structures, transparency, and liquidity. Listen to the full episode to hear their perspective on how these trends are shaping today’s market and what investors should be watching next. 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: 8743814 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    30 min
4.8
out of 5
19 Ratings

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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