The Muni 360 Podcast from New York Life Investment Management

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 th...

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 Holdin...

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...

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 informativ...

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 Ma...

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 Ma...

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

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...

Robust supply is creating pockets of opportunity in the primary 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%...

  Pockets of weakness in the primary market are producing interesting opportunities for 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 Shie...

On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market now that we are approaching summer. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess the 2024 market, discuss opportunities in the high yield municipal space, delve into the current credit landsca...

Investors are gearing up for a potentially lighter new issuance calendar ahead.   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...

Overall, municipal credit is still in generally good shape. 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...

In 2024, we have finally seen new issue supply come into the market and demand has been strong as well. We dive into this phenomenon in greater detail. 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 Mana...

On this episode, host Chris Roberti sits down with Matt Hage from the Los Angeles trading desk to discuss the state of the municipal market so far in 2024. Matt is a Portfolio Manager and Trader with focus on the investment grade segment of the market, and along with Chris, he digs into the current rate and inflation narrative, portfolio positioning, credit landscape, and much more. So, press play...

Fixed income is essential to many investment portfolios with varying degrees of risk. Municipals have continued to provide a strong income profile, despite recent rate volatility. 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...

The fundamental outlook for the municipal health care sector is improving. 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%...

This week Ian talks about how new issue municipal bond deals remain well-subscribed. Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as 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 @NYLI...

On this episode, host Chris Roberti sits down with Sunny Gill from the Los Angeles trading desk to discuss the municipal market now that we are into Q2 of 2024. Sunny is a Portfolio Manager and Trader with focus on the investment grade segment of the market, and along with Chris, he explores the recent lackluster municipal returns, the current attractiveness in the market, the credit landscape, an...

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as 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 Pr...

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as 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 Pr...

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as 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 Pr...

On this episode, host Chris Roberti sits down with Alex McLaughlin from the Los Angeles trading desk to discuss how things are looking now that we’re several months into 2024. Alex is a Director and Credit Analyst with the team, and along with Chris, he breaks down the current rate and inflation narrative, the credit landscape, an overview of the healthcare sector, why investors are “refocusing” o...

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as 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 Pr...

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as 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 Pr...