May 01, 2023 Five Reasons Municipals Have Rarely Defaulted by Matthew Norton Municipal bond defaults rarely occur, and not by chance, but due to built-in aspects that make them historically better protected than other types of bonds. Fixed Income, Municipals Likes 1 SHARE Bookmarks
April 17, 2023 Compelling AMT Muni Bond Yields: Hiding in Plain Sight? With few investors now subject to the alternative minimum tax (AMT), higher-yielding AMT-subjected muni bonds are a compelling yet overlooked income source. Fixed Income, Invest for Tax-Advantaged Income, Municipals Likes 0 SHARE Bookmarks
February 13, 2023 Municipal Bonds: Are States Recession-Ready? by Bryan Laing, Daryl Clements States are well-equipped to handle a recession, which bodes well for their muni bonds. Economics, Fixed Income, Invest for Tax-Advantaged Income, Municipals Likes 0 SHARE Bookmarks
January 12, 2023 Municipal Market Outlook: Six Strategies for 2023 by Matthew Norton, Daryl Clements Munis may be poised to rebound in 2023, but investors should stay vigilant and ready to maneuver. Fixed Income, Income, Inflation, Invest for Tax Advantaged Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
November 17, 2022 How Impactful Are Your Munis? Five Questions to Ask Your Manager by Marc Uy Answers you’d expect from managers best positioned to make an impact in the municipal bond market. Fixed Income, Invest for Purpose, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 26, 2022 The View from Muniland: Lions and Tigers and Bear Markets? by Daryl Clements For municipal bond investors, the worst may be over. Here’s what may lie ahead. Fixed Income, Invest for Tax-Advantaged Income, Municipals Likes 0 SHARE Bookmarks
June 02, 2022 A Guide to ESG Strategies for Municipal Bond Investors by Erin Bigley, Marc Uy, Gavin Romm, Larry Bellinger Muni investors have several ESG-focused options, depending on their goals. Fixed Income, Invest for Purpose, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks
May 24, 2022 Municipal Impact Investing: Bonds That Transform Our Communities by Marc Uy, Larry Bellinger Lead and forever chemicals are poisoning the drinking water, waterways and wetlands of underserved communities. Muni investors can help. Fixed Income, Invest for Purpose, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 21, 2022 Muniland: Better Market Tone by Jason Mertz The Federal Open Market Committee raised its benchmark interest rate by 25 basis points and signaled that it is likely to continue raising rates at every meeting well into at least the second half of this year. With increased clarity, the market tone in the muni market felt stronger by week’s end. Investors are waiting for some sense of stability before they more fully invest the sizable amounts of cash sitting on the sidelines. Fixed Income, Municipals Likes 0 SHARE Bookmarks
March 14, 2022 Muniland: The Wait is Over by Jason Mertz Interest rate volatility remained elevated last week as the market contends with a multitude of factors including the Russia/Ukraine conflict and the highest inflation print in 40 years. The wait is over as all eyes now turn to the Federal Reserve where they are expected to increase short term interest rates this week for the first time since 2018. Even with the high inflation print, we do not anticipate any-near term policy ramifications and expect the Fed to raise 25 basis points following their meeting this week. Fixed Income, Municipals Likes 0 SHARE Bookmarks
January 13, 2022 Municipal Impact Investing: Making an Impact on Education by Marc Uy, Matthew Norton Municipal bonds are well suited to impact investing. We shine a light on three issuers focused on improving outcomes for students. Fixed Income, Invest for Purpose, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 07, 2022 Municipal Bond Outlook: Navigating Headwinds in 2022 by Daryl Clements, Matthew Norton From inflation to rising rates to taxes, muni investors will face challenges in 2022. The right approach can help them meet their goals. Fixed Income, Income, Inflation, Invest for Efficient Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
January 01, 2022 Impact Investing: Addressing Local Needs with Precision and Purpose by Larry Bellinger, Erin Bigley, Matthew Norton, Marc Uy Look to municipal impact investing for opportunities to fund positive change—close to home. Fixed Income, Invest for Purpose, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks