The Muni 360 Podcast from New York Life Investment Management

By New York Life Investment ManagementBusiness News Government Investing Business News

The Muni 360 Podcast from New York Life Investment Management episodes

March 06 Risk-Off Headlines, Resilient Munis
A week of geopolitical shock sent equities lower and oil higher, but municipal credit held up evidenced by strong inflows and steady demand

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Presented by New York Life Investments
www.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.

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4 min
February 27 Supportive Tailwinds and Compelling Tax-Adjusted Income
Municipals still offer attractive tax-adjusted yields even after strong YTD net fund flows.

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Presented by New York Life Investments
www.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.

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4 min
February 20Credit Themes and State Policy Spotlight
The municipal bond market kicked off 2026 with strength but volatility, supply dynamics, and state-level policy are already shaping the road ahead.
In this Weekly Wrap Up, host Eric Kazatsky is joined by Jack Muller, CFA, Credit Analyst at MacKay Municipal Managers, to break down the latest muni insights. They explore why munis have outperformed taxable fixed income so far this year, how richening ratios reflect continued demand, and why investors are keeping a close eye on credit fundamentals. The conversation zooms in on California’s improved fiscal outlook and the proposed wealth tax ballot initiative, as well as Florida’s potential property tax reform and what both mean for municipal credit.
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Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.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: 8683632

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21 min
February 13 Healthcare and Education Sector Technicals
Supply and demand picture in these sectors

Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.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.

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4 min
February 06 Primary Market Deals
A closer look at the Taxable Municipal Market

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Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.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.

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3 min
January 30 What’s Driving Muni Ratios?
We walk through factors driving ratios so far this year.

Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.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.

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3 min
January 23 Higher Ed Munis: 2-Minute View
We discuss our outlook for 2026 on the higher education sector

Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.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.

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3 min
January 16Discipline Drives Differentiated Results in 2026
A new year brings new market dynamics and fresh insight for municipal investors looking to stay ahead in 2026.
In this episode, host Eric Kazatsky is joined by Mike Denlinger, Managing Director and Portfolio Manager at MacKay Municipal Managers, to walk through the team’s Top Five Insights for 2026. From the resilience of essential service revenue bonds to the dispersion emerging in high yield, Mike shares what themes and strategies matter most in the current environment.
They break down curve positioning, taxable muni opportunities, and how active flexibility can uncover value where passive strategies fall short. If you’re positioning muni portfolios for the year ahead, this conversation is packed with data-backed takeaways.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.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: 8563817

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18 min
December 19, 2025 2026 New Issue Supply Forecast
Many street estimates are expecting 2026 to be in the $600 billion range

Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.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.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
4 min
December 12, 2025A Solid Second Half Sets the Tone
Markets found new footing in the second half of 2025, as technicals improved, long duration rallied, and investor sentiment turned more constructive. But what does that mean as we look toward 2026?
In this episode, host Chris Roberti welcomes back Matt Hage, Portfolio Manager at MacKay Municipal Managers, joining from the firm’s Los Angeles trading desk. They unpack the factors behind muni performance this year, including curve dynamics, the impact of steady inflows, and why the long end of the curve remains well bid.
Matt also shares why political noise isn’t moving markets much, what’s really changed in the credit landscape, and where he sees opportunity heading into 2026, especially in the housing sector.
There’s a lot to take away here, especially if you're navigating muni allocation decisions as we head into the new year. Listen in to get Matt’s latest insights straight from the desk.
Follow Us
Twitter @NYLInvestments
Twitter @MacKayMuniMgrs
Facebook @NYLInvestments
LinkedIn: New York Life Investments
LinkedIn: MacKay Municipal Managers
Presented by New York Life Investments
www.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: 8633803.1

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
17 min

About The Muni 360 Podcast from New York Life Investment Management

From the publisher's feed

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.