The Muni 360 Podcast from New York Life Investment Management

Munis Stay Resilient as July Technicals Appear Supportive   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 NYLI...

Volatility has been the dominant theme in the municipal market, but it has also created new opportunities for investors. In this month's Muni 360 Market Insights , Eric Kazatsky and Jack Muller discuss how recent rate volatility has led to higher yields across the municipal curve while credit fundamentals remain largely intact. They explore shifting relative value opportunities, the importance of...

Elevated issuance is still being met with strong investor demand   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...

Munis are in-demand, but investors must navigate carefully   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 NYL...

Even some the highest-rated bonds offer currently attractive yields.   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% ow...

Macroeconomic volatility creates value for muni bond investors. 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...

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 mar...

Healthcare bond issuance is up 63% year-over-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 Holdi...

The municipal bond market is navigating a period of rising rates, shifting demand, and headline-driven narratives but the underlying story may be more stable than it seems. In this episode of Muni 360, host Eric Kazatsky is joined by Jack Muller from the credit desk at MacKay Municipal Managers. They look at what has been driving the recent backup in rates across the yield curve, why the move in m...

In the first quarter of 2026, municipal bond new issuance remained solid despite a more challenging backdrop by the end of the quarter.   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...

We take comfort in the current strength and historical resiliency of municipal credit especially given geopolitical uncertainty and concerns around private markets. 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 Mun...

Markets are facing a great deal of uncertainty right now. Geopolitical tensions, rising interest rates, and signs of stress in parts of the private credit market are prompting investors to ask new questions. In this episode of Muni 360: Weekly Wrap Up, host Eric Kazatsky sits down with Jack Muller, CFA, to discuss what’s happening across the broader market and what it could mean for municipal bond...

Despite persistent market volatility and steady supply, demand for municipal bonds remains resilient.   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 S...

A week of geopolitical shock sent equities lower and oil higher, but municipal credit held up evidenced by strong inflows and steady demand    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...

Municipals still offer attractive tax-adjusted yields even after strong YTD net fund flows.   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. Ma...

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...

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, whi...

A closer look at the Taxable Municipal 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,...

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...

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...

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, Mi...

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...

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 perform...

Recent new issue municipal debt deals were oversubscribed.   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 NYL...

A look at the week’s well-received — and not-so-well-received — new issue municipal debt deals.   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...