The Muni 360 Podcast from New York Life Investments
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. 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.
Episodes
Uncertainty in the municipal bond market isn’t new but how you respond to it makes all the difference. With spreads widening, rates rising, and liquidity tight, active management is being put to the test.
In this episode, host Chris Roberti is joined by Matt Hage, Portfolio Manager and Trader at MacKay Municipal Managers, speaking from the firm’s trading desk in Los Angeles. Matt shares real-time insights on what’s shaping the munic...
A discussion around recent market volatility
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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 Insuranc...
A discussion around how policy changes might impact the higher education sector
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MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wh...
A discussion around tax-exemption status of municipal bonds
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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 Yo...
Host Chris Roberti welcomes Portfolio Manager and Trader Sunny Gill from the MacKay Municipal Managers trading desk in Los Angeles. They discuss key themes shaping the municipal bond market in 2025, including rate volatility, increasing supply, and credit fundamentals. Sunny provides insights on how investors can identify opportunities amid shifting economic conditions and why active management remains essential in a complex market...
Issuance ticked up in the higher education sector, with various results
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MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owne...
Host Chris Roberti sits down with Mike Denlinger, Portfolio Manager at MacKay Municipal Managers, to break down the biggest trends shaping the municipal bond market in 2025. Instead of just focusing on interest rates and inflation, investors now need to pay closer attention to picking the right bonds and sectors. Mike shares insights on market shifts, why security and sector selection are more important than ever, and what investor...
The first month of 2025 has already broken records in terms of supply, what’s the trend ahead and how do technicals play a role for the rest of the quarter?
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The current pace of supply is coming in lower than what some expected so far in 2025.
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MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which ...
Attractively priced new issues are being met with robust demand
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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...
In this episode, host Chris Roberti is joined by Scott Sprauer, Senior Managing Director and Portfolio Manager at MacKay Municipal Managers, directly from the Los Angeles trading desk. Scott shares his team's top five insights for the municipal bond market in 2025, offering a roadmap for navigating the complexities of a shifting market. From tax-free income to supply opportunities, investment-grade selection, and high-yield dynamic...
A decline in supply post-election in conjunction with strong fund flows could help drive strong muni market performance.
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MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 1...
Though some of the year end volatility may be a preview of what is to come in 2025, we believe that the solid fundamentals in the municipal market will persist and be a stabilizing factor.
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MacKay Municipal Managers is...
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 as we head nearer to the holidays, towards the end of 2024. Matt is a portfolio manager with focus on the investment grade segment of the municipal market. Together, Matt and Chris discuss how 2024 has been a solid year so far with some episodes of volatility, the strength of credit fundamental...
Elevated issuance continues but the market is absorbing it in an orderly fashion
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MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wh...
Some new issues are oversubscribed
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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....
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 post-election, down the home stretch of 2024. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess how the election is already affecting the market, discuss opportunities in the high yield municipal space looking ahead to 2025, dive in...
We provide a quick initial take on the results of the November 2024 election
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MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly...
The municipal market is benefiting from strong investor demand, and any slowdown in new supply could further boost performance.
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MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shiel...
Issuers are temporarily motivated to raise capital before any potential volatility that may arise from the election.
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MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% ...
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