Podcast
The Muni 360 Podcast from New York Life Investment Management
Hosted by New York Life Investments · EN
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.
36episodes
Episodes
Newest firstAll episodes
The Old Normal is Back. Prepare with Meaningful Municipal Allocations
Jan 17, 202500:14:52Tap to summarizeIn 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 dynamics, they break down actionable themes investors should consider in the year ahead. Scott and Chris also explore the importance of active management and why meaningful municipal allocations are more critical than ever. Don’t miss this insightful conversation as The Muni360 Podcast continues to provide expert perspectives on the highly fragmented municipal bond market.Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay 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: 7488717
Transcribe →Municipal bonds still offering a healthy income stream
Jan 10, 202500:03:37Tap to summarizeA decline in supply post-election in conjunction with strong fund flows could help drive strong muni market performance. Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.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.
Transcribe →Solid credit fundamentals anchor municipal market
Dec 20, 202400:02:54Tap to summarizeThough 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. Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.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.
Transcribe →A Solid 2024 and We Remain Constructive
Dec 13, 202400:13:40Tap to summarizeOn 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 fundamentals on the horizon, thoughts as we look ahead to 2025, and more. So, press play and get ready for another illuminating 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 UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay 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: 7376376.1
Transcribe →Elevated issuance continues
Dec 6, 202400:03:07Tap to summarizeElevated issuance continues but the market is absorbing it in an orderly fashion Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.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.
Transcribe →Heavy issuance is being met with robust demand
Nov 22, 202400:03:48Tap to summarizeSome new issues are oversubscribed Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.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. Short Description (If the description is too long. Used for Apple Podcasts): 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.
Transcribe →