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.