On the latest episode of the Debtwire Municipals Muni Lowdown podcast, Managing Editor Paul Greaves and Reporter Kunal Kamal speak with Dora Lee, Director of Research at Belle Haven Investments about the outlook for the municipal market.

Dora starts the podcast with an overview of Belle Haven’s investment strategy during this current period of uncertainty in the municipal market.

The discussion shifts to Dora examining the likelihood of the capping or elimination of the muni tax exemption.

Dora then segues into ongoing federal policy shifts and the potential consequences.

Dora provides her thoughts on whether bond pricing is fully capturing burgeoning risks such as cybersecurity and climate change.

The podcast closes with Dora providing her views on the adequacy of disclosure by municipal issuers.

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