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
Are you making the most of the current opportunity?
We discuss how a temporary technical imbalance could resolve favorably, as well as the current shape of the municipal yield curve and the opportunities that it presents.
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Strong Issuance and Attractive Opportunities Continue
On this episode, host Chris Roberti sits down with Sunny Gill from the Los Angeles trading desk to discuss the municipal market as of September 2024. Sunny is a Portfolio Manager and Trader with focu…
Talking credit
Credit upgrades are still outnumbering downgrades
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The Big Story In Munis
Robust new issue supply is creating relative value opportunities.
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Sorting through a Complex, Yet Attractive Market Landscape
On this episode, host Chris Roberti sits down with Mike Denlinger from the Los Angeles trading desk to discuss how the muni market is looking in late summer 2024, portfolio positioning, an update on …
Volatility Creates Opportunities To Play Offense
This was the first month in some time where the high yield segment of the municipal bond market did not materially outperform investment grade segment.
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Allocation tweak pays off
This was the first month in some time where the high yield segment of the municipal bond market did not materially outperform investment grade segment.
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Relative Value On The Rise
What’s up this week in the municipal markets? Find out. The Muni 360 Weekly Wrap Up Podcast covers the municipal landscape from the lens of the trading desk, supply/demand dynamics, views on volatili…
2024 Top Five Insights – Mid-Year Update
On this episode, host Chris Roberti sits down with Bob DiMella from the Los Angeles trading desk to discuss how our Top Five Insights for 2024 have played out so far this year. Bob is the Co-Head & …
No Shortage Of Interesting Opportunities
Robust supply is creating pockets of opportunity in the primary market.
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Robust Issuance Creates Opportunities
Pockets of weakness in the primary market are producing interesting opportunities for investors.
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Municipal Value Still at Elevated Levels
On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market now that we are approaching summer. Ian is a Director, Cre…
Late Spring Strength
Investors are gearing up for a potentially lighter new issuance calendar ahead.
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Credit Check
Overall, municipal credit is still in generally good shape.
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Will strong issuance continue into summer months?
In 2024, we have finally seen new issue supply come into the market and demand has been strong as well. We dive into this phenomenon in greater detail.
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Municipal Resilience and Value Amidst an Evolving Macro Landscape
On this episode, host Chris Roberti sits down with Matt Hage from the Los Angeles trading desk to discuss the state of the municipal market so far in 2024. Matt is a Portfolio Manager and Trader with…
The Income in Fixed Income
Fixed income is essential to many investment portfolios with varying degrees of risk. Municipals have continued to provide a strong income profile, despite recent rate volatility.
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Healthcare On The Mend
The fundamental outlook for the municipal health care sector is improving.
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New Deal Roundup
This week Ian talks about how new issue municipal bond deals remain well-subscribed.
Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at M…
Traditional Municipal Market Nuances Back in the Fold
On this episode, host Chris Roberti sits down with Sunny Gill from the Los Angeles trading desk to discuss the municipal market now that we are into Q2 of 2024. Sunny is a Portfolio Manager and Trade…