November 08, 2021 Muni Investors: Stay Flexible as Rates Rise by Daryl Clements, Jason Mertz Should muni investors worry about rising rates or welcome them? It depends on how flexible you are. Active & Passive , Fixed Income, Invest for Efficient Income, Invest for Tax-Advantaged Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
August 16, 2021 Five Questions to Ask Your Muni Bond Manager by Matthew Norton, Gavin Romm Today’s complex, fragmented municipal bond market requires managers to ramp up their technology—developing new and innovative ways to build and manage portfolios. To understand whether your muni manager has the right technology, we think it makes sense to ask a few pointed questions. Fixed Income, Invest for Efficient Income, Invest for Tax-Advantaged Income, Municipals, Tech & Innovation Likes 0 SHARE Bookmarks
July 14, 2021 When Rates Rise, Munis Win Race While Cash Sleeps Worried about rising rates? Taking your money out of the municipal market and putting it in cash could cost you. Fixed Income, Invest for Efficient Income, Invest for Tax-Advantaged Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
June 10, 2021 Muni Strategies for an Inflationary Climate by Daryl Clements Inflation concerns have many muni bond investors bracing for impact on returns. Inflation-protection strategies can help, but the key is to be thoughtful. Fixed Income, Inflation, Invest for Efficient Income, Invest for Tax-Advantaged Income, Municipals Likes 0 SHARE Bookmarks
May 12, 2021 Why Munis Should Hold Their Shine Amid Higher Rates by Daryl Clements Municipal bonds have held up well this year, despite rising interest rates and inflation. Munis’ long-term outlook is strong too. What accounts for their outperformance in today’s environment? Fixed Income, Inflation, Invest for Efficient Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
April 30, 2021 Inflation? For Muni Investors, the Right Strategy Is Key by Daryl Clements Should municipal bond investors be thinking about inflation protection? Without a doubt. But some inflation strategies are better than others. Choosing the right one could make all the difference. Fixed Income, Inflation, Invest for Efficient Income, Invest for Tax-Advantaged Income, Municipals Likes 0 SHARE Bookmarks
February 19, 2021 Muni Credit Plays Defense When Rates Rise As COVID-19 vaccines roll out and resrictions lift, a US economic rebound could lead to tighter Federal Reserve policy and higher yields. Municipal bond investors may worry about how rising yields could hurt their portfolios. Fixed Income, Invest for Efficient Income, Invest for Tax-Advantaged Income, Low-Yield Environment, Municipals, Rising Rates Likes 0 SHARE Bookmarks
January 13, 2021 2021 Municipal Outlook: Reasons for Optimism by Daryl Clements, Matthew Norton Municipal bond issuers’ financial health and resiliency—which helped in 2020—should support opportunities for active muni investors in 2021. Fixed Income, Invest for Efficient Income, Municipals Likes 0 SHARE Bookmarks
November 10, 2020 Municipal Bonds: The State of the States by Matthew Norton, John Ceffalio, Richard Schwam States face revenue shortfalls from COVID-19 costs and shutdowns. We look under the hood to assess how some of the most indebted states are faring. Coronavirus, Fixed Income, Invest for Efficient Income, Municipals Likes 0 SHARE Bookmarks
October 01, 2020 The 2020 US Election: How Tax Policy May Impact Municipal Bonds by Daryl Clements, Alec Dewitt What will a Trump or Biden win mean for munis? From taxes to infrastructure, the candidates differ—sometimes dramatically—on policy. Fixed Income, Invest for Efficient Income, Municipals, Policy & Regulation Likes 1 SHARE Bookmarks
August 25, 2020 For Muni Investors, COVID-19 Provides Lessons in Liquidity Investors flock to municipals to meet safety, income and after-tax return goals. But investors should consider how they gain exposure to the asset class. Coronavirus, Fixed Income, Invest for Efficient Income, Municipals, Volatility Likes 0 SHARE Bookmarks
July 23, 2020 Small Ways Muni Investors Can Make a Big Difference by Michelle Dunstan Investors increasingly want to align their financial goals with a commitment to improving the lives of others. Two recent projects showcase how municipal bond investors are making an impact. Fixed Income, Municipals, Responsible Investing/ESG Likes 1 SHARE Bookmarks
June 17, 2020 Mid-Grade Munis Have Room to Rebound by Daryl Clements Municipal bonds—especially higher-quality issues—bounced back after a rough March. But not all munis have rallied. We see potential among overlooked mid-grade issues. Fixed Income, Municipals Likes 0 SHARE Bookmarks