The Muni 360 Podcast from 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.
- Update frequency
- every 7 days
- Average duration
- 9 minutes
- Episodes
- 162
- Years Active
- 2022 - 2025
Curve Appeal
Our view is that OBBBA’s actual financial impact to states will be small, and quite manageable.
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Hospitals Prove Durability in a Dynamic Environment
Healthcare has been one of the most dynamic pockets of the market uniquely facing the challenges of pandemic and now Medicaid challenges with the passing of the OBBA, however hospitals have remained …
Attractive Levels Garnering Attention
Issuance is up, the curve is steepening, and tax policy is finally clear—conditions that have muni investors taking a closer look.
In this episode, host Chris Roberti is joined by Matt Hage, Portfolio…
States vs. OBBBA: Financial Fallout Overhyped?
Our view is that OBBBA’s actual financial impact to states will be small, and quite manageable.
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Now is the time to build-in durable tax-exempt income
The difference in yields between the 2 year and 30 year points on the municipal yield curve is the highest it’s been in 5 years.
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Crossover Buyers Are In. Should You Be Too?
2025 Top Five Insights – Mid-Year Update
The muni market in 2025 is marked by heavy issuance, steeper curves, and clear tax policy—and investors are watching how it all plays out.
In this episode, host Eric Kazatsky welcomes back Mike Denlin…
Our approach to the tax-exempt high yield market
MacKay Municipal Managers’ philosophy on high yield munis.
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Year to Date Trends Persist
The muni market in 2025 is shaped by shifting supply, political headlines, and an evolving rate environment and investors are watching closely.
In this episode, host Chris Roberti is joined by Ian Fra…
Oversubscriptions highlight the level of demand
New deals are seeing oversubscriptions.
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The Importance of Municipal to Treasury Ratios
We explain why municipal to treasury ratios are important to municipal bond investors.
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Worth its SALT: Why this policy debate matters to municipal bond investors
We explain the State and Local Tax deduction cap and the extent to which it impacts municipal bond investors
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Your purchase yield is critical
Absolute yields in municipals are attractive and the yield at which you purchase fixed income is critical.
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Dislocations Lead to Opportunities
Despite persistent volatility and a looming rate pivot, the fixed income market is showing signs of renewed opportunity – if you know where to look.
IIn this episode, host Chris Roberti is joined by S…
Taxable Muni Issuance Rising
Issuance for taxable muni’s is up 29% compared to the same time last year
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Resilient Demand
Continued resilient demand amid strong supply for the year provides insights into valuations
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Supply Wave
The ongoing new issue supply wave continues to create opportunities for active managers
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Navigating with Discipline
Uncertainty in the municipal bond market isn’t new but how you respond to it makes all the difference. With spreads widening, rates rising, and liquidity tight, active management is being put to the …
Dislocations Create Opportunities
A discussion around recent market volatility
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LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Prese…
Higher Education Sector Update
A discussion around how policy changes might impact the higher education sector
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