All Episodes
The Muni 360 Podcast from New York Life Investment Management — 198 episodes
Munis Stay Resilient
The Market Rewarded Discipline
Munis Stay Resilient
Volatility Has Reset the Opportunity Set
Supply Meets Demand
A Well-Supported Market Still Rewards Selectivity
Compelling Muni Yields
Silver Lining
Volatility, Rate Reset & Where the Opportunity Is in Munis
Healthcare Sector Checkup
Rate Backup, NYC Credit & Finding Opportunity in Volatility
Robust First Quarter New Issue Supply
Take Comfort In Munis, Even During Volatile Times
Geopolitical Risk, Private Credit Stress & Why Munis Are Different
Volatility meets opportunities in longer duration
Risk-Off Headlines, Resilient Munis
Supportive Tailwinds and Compelling Tax-Adjusted Income
Credit Themes and State Policy Spotlight
Healthcare and Education Sector Technicals
Primary Market Deals
What’s Driving Muni Ratios?
Higher Ed Munis: 2-Minute View
Discipline Drives Differentiated Results in 2026
2026 New Issue Supply Forecast
A Solid Second Half Sets the Tone
New Issuance Is Being Absorbed Well
Post-Shutdown, What’s Next for Munis?
A Strong Fall Municipal Market with Opportunities
Municipal Bonds After the Ballot
Primary Market Deals
Gas prepay sector and its growth
A Stronger Market Tone Where Opportunities Persist
Spooky Seasonality, Compelling Opportunity
From Rally to Opportunity
Back to Basics
Ideas across the muni curve
Curve Appeal
Hospitals Prove Durability in a Dynamic Environment
Attractive Levels Garnering Attention
States vs. OBBBA: Financial Fallout Overhyped?
Now is the time to build-in durable tax-exempt income
Crossover Buyers Are In. Should You Be Too?
2025 Top Five Insights – Mid-Year Update
Our approach to the tax-exempt high yield market
Year to Date Trends Persist
Oversubscriptions highlight the level of demand
The Importance of Municipal to Treasury Ratios
Worth its SALT: Why this policy debate matters to municipal bond investors
Your purchase yield is critical
Dislocations Lead to Opportunities
Taxable Muni Issuance Rising
Resilient Demand
Supply Wave
Navigating with Discipline
Dislocations Create Opportunities
Higher Education Sector Update
Tax-exemption status – To be or not to be?
Capitalizing on Municipal Market Nuances
Supply Wave Creates Opportunities
Perspectives out of the Gate in 2025
Record-breaking Supply, Does it Continue?
Keeping An Eye on New Issue Supply
Market tone is strengthening
The Old Normal is Back. Prepare with Meaningful Municipal Allocations
Municipal bonds still offering a healthy income stream
Solid credit fundamentals anchor municipal market
A Solid 2024 and We Remain Constructive
Elevated issuance continues
Heavy issuance is being met with robust demand
Finding Value in the Home Stretch of 2024
Initial Post-Election Thoughts
Investor Appetite Anchors Municipal Bonds
Temporary supply pressure opens the door to investment opportunities
Still Constructive in the Fourth Quarter
Supply & Hurricane Watch
Municipal Bonds Still Offering a Healthy Income Stream
Are you making the most of the current opportunity?
Strong Issuance and Attractive Opportunities Continue
Talking credit
The Big Story In Munis
Sorting through a Complex, Yet Attractive Market Landscape
Volatility Creates Opportunities To Play Offense
Allocation tweak pays off
Relative Value On The Rise
2024 Top Five Insights – Mid-Year Update
No Shortage Of Interesting Opportunities
Robust Issuance Creates Opportunities
Municipal Value Still at Elevated Levels
Late Spring Strength
Credit Check
Will strong issuance continue into summer months?
Municipal Resilience and Value Amidst an Evolving Macro Landscape
The Income in Fixed Income
Healthcare On The Mend
New Deal Roundup
Traditional Municipal Market Nuances Back in the Fold
Dry Powder
Spread Love
Springtime Technicals Usher in a Season of Opportunity
The Value Of Picking Your Spots Wisely
Law Of Supply
Technically Speaking
Refi Deep Dive
2024: Out of the Gate Update
Seasons Come and Go, Relative Value is Here to Stay
Demand > Supply
Demanding Duration
Top Five Insights For 2024
Healthcare On the Mend
Reflecting On A Remarkable Year
Is the Tide Turning?
Tools of the Trader
A November to Remember
Finding Quality In The Curve
When Doves (Almost) Cry
Pick-Me-Up
Ratio Rationale
Heightened Volatility Brings Historic Opportunity
New Horizon
Opportunity Knocks
Thirst Quencher
Evaluating The Current Market Trajectory
Somebody Get Me a Doctor
Attractive Absolute Yields
Volatility Persists with Varying Technicals
A Better Tone in 2023 where Opportunity Persists
Stay Composed
Jack Be Nimble
Summertime Rolls
Mid-Year Update On The Top Five Municipal Market Insights Of 2023
No Summertime Blues Here
Market Depth
Staying Active and Picking your Spots Wisely
Capitalizing on FDIC Lists and Market Technicals
Rising Demand
Firm Tone
No Shortage of Opportunities
Liquidity Matters
A closer look at Hospital sector
An Eventful Week
Road to Recovery
Staying Active Amidst Tax Season
Volatility Creates Opportunity
Taxing Times
Volatility Creates Opportunity
2023: Preparation Seizes Opportunity
Spring Forward
Curve Ball
Liquidity Matters
A Better Tone in 2023 Where Opportunities Persist
Coupon Structure Matters
Technicals Are Improving
Flows turn positive
MacKay Municipal Managers Top 5 Insights for 2023
Room to Run
Welcome to 2023
Constructive on municipal bonds heading into 2023
Municipal Bonds: The Market Turns Positive, Will It Last?
Late Year Turnaround
Municipal Bonds: Mid-term elections in a volatile landscape with opportunity
Municipal bonds remain attractively-priced
Currently attractive tax exempt income levels are catching the attention of individual investors
Muni360 Weekly Wrap Up | For the Week Ending 10/28/2022
Municipal Bonds: Volatility Persists as does the Case for Active Management
Muni360 Weekly Wrap Up | For the Week Ending 10/14/2022
Muni360 Weekly Wrap Up | For the Week Ending 10/7/2022
Muni360 Weekly Wrap Up | For the Week Ending 9/30/2022
Municipal Bonds: As Volatility Returns, So Do New Opportunities
Muni360 Weekly Wrap Up | For the Week Ending 9/16/2022
Muni360 Weekly Wrap Up | For the Week Ending 9/9/2022
Muni360 Weekly Wrap Up | For the Week Ending 9/2/2022
The Market Tone Turns Constructive
Muni360 Weekly Wrap Up | For the Week Ending 8/19/2022
Muni360 Weekly Wrap Up | For the Week Ending 8/12/2022
Muni360 Weekly Wrap Up | For the Week Ending 8/5/2022
Muni360 Weekly Wrap Up | For the Week Ending 7/29/2022
The Mid-Year Update
Muni360 Weekly Wrap Up | For the Week Ending 7/15/2022
Muni360 Weekly Wrap Up | For the Week Ending 7/8/2022
Municipal Bonds: Navigating and Capitalizing on Continued Dislocations
Muni360 Weekly Wrap Up | For the Week Ending 6/24/2022
Muni360 Weekly Wrap Up | For the Week Ending 6/17/2022
Muni360 Weekly Wrap Up | For the Week Ending 6/10/2022
Muni360 Weekly Wrap Up | For the Week Ending 6/03/2022
Municipal Bonds: Active Management in a Turbulent Market
Muni360 Weekly Wrap Up | For the Week Ending 5/20/2022
Muni360 Weekly Wrap Up | For the Week Ending 5/13/2022
Muni360 Weekly Wrap Up | For the Week Ending 5/06/2022
Muni360 Weekly Wrap Up | For the Week Ending 4/29/2022
Embracing Change in the Municipal Market
Muni360 Weekly Wrap Up | For the Week Ending 4/8/2022
Muni360 Weekly Wrap Up | For the Week Ending 4/1/2022
Taxable Muni Bonds: A growing asset class
Puerto Rico, Volatility, and more in the Muni Market | Muni360 Weekly Wrap Up
Volatility and munis | Muni360 Wrap Up
Muni markets: early volatility, opportunities, and a focus on California
The Top 5 Muni Insights for 2022
Welcome to The Muni 360 Podcast from New York Life Investments