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

October 04, 2024 Municipal Bonds Still Offering a Healthy Income Stream
A decline in supply post-election in conjunction with strong fund flows could help drive strong muni market performance.
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Twitter @MacKayMuniMgrs
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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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6 min
September 27, 2024 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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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
September 20, 2024Strong 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 focus on the investment grade segment of the market. Along with Chris, he guides the listener through updates on the municipal landscape, as attractive opportunities and strong issuance continue through the latter end of summer towards autumn. So, press play and get ready for another informative episode of The Muni 360 Podcast from New York Life Investments, where the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market.
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 - 6954338

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19 min
September 13, 2024 Talking credit
Credit upgrades are still outnumbering downgrades

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
August 23, 2024 The Big Story In Munis
Robust new issue supply is creating relative value opportunities.

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
August 16, 2024Sorting 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 credit fundamentals and more. Mike is Managing Director and Portfolio manager with focus on the investment grade segment of the municipal business. So, press play and get ready for another informative episode of The Muni 360 Podcast from New York Life Investments, where the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market.
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: 6861851

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19 min
August 09, 2024 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.

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
August 02, 2024 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.

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
July 26, 2024 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 volatility, and key themes for investors to consider.

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3 min
July 19, 20242024 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 & Co-CIO of MacKay Municipal Managers, and a Municipal Bond Portfolio Manager with focus on the investment grade segment of the market. Together, Bob and Chris break down our team’s five insights, which were released in January of this year, as well as share thoughts on how the rest of the year is looking. So, press play and get ready for another informative episode of The Muni 360 Podcast from New York Life Investments, where the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market.
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: 6756262

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
26 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.