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.
Show episodes
In this episode of Muni 360, host Eric Kazatsky sits down with Scott Sprauer, Portfolio Manager at MacKay Municipal Managers, for a timely discussion on why municipal bonds remain a compelling option in today’s shifting market. From Fed policy and supply dynamics to the resilience of muni credit quality, Scott explains
Two ideas at different spots on the curve 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
Our view is that OBBBA’s actual financial impact to states will be small, and quite manageable. 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.c
Healthcare has been one of the most dynamic pockets of the market uniquely facing the challenges of pandemic and now Medicaid challenges with the passing of the OBBA, however hospitals have remained resilient evidenced by improving median metrics. Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInve
Issuance is up, the curve is steepening, and tax policy is finally clear—conditions that have muni investors taking a closer look. In this episode, host Chris Roberti is joined by Matt Hage, Portfolio Manager at MacKay Municipal Managers, for a timely look at market dynamics and positioning. Matt shares why issuance is
Our view is that OBBBA’s actual financial impact to states will be small, and quite manageable. 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.c