April 15, 2020 How Municipal Bond Issuers Will Navigate the Crisis by John Ceffalio, Daryl Clements The $2.2 trillion CARES Act and the Fed’s $500 billion muni facility will provide state and local governments an enormous amount of liquidity and financial support. Here’s how it will help. Coronavirus, Fixed Income, Municipals, Policy & Regulation Likes 0 SHARE Bookmarks
March 18, 2020 Could US Municipals Suffer as Coronavirus Spreads? by Daryl Clements Are municipal bond issuers vulnerable to the COVID-19 pandemic? We assess key sectors, from states to hospitals to airports. Active & Passive , Coronavirus, Fixed Income, Municipals Likes 0 SHARE Bookmarks
January 28, 2020 Municipal Bonds: Four Ways to Stay Flexible in 2020 by Daryl Clements The outlook for the muni market is favorable for 2020, but investors should be prepared for twists and turns. Staying flexible can help keep investors on track. Active & Passive , Fixed Income, Municipals Likes 0 SHARE Bookmarks
October 15, 2019 Muni Investors: Listen to the Market by Daryl Clements Municipal bonds help do three important things: provide income, preserve capital and dampen volatility. But flexibility is important, because how investors can best position their muni portfolios depends a lot on current market conditions. Fixed Income, Municipals Likes 0 SHARE Bookmarks
October 07, 2019 Will Municipal Bonds Continue to Deliver? An Investor Q&A by Daryl Clements Despite the municipal market’s strong year-to-date rally, an aging US expansion and low yields continue to top municipal investors’ concerns as we enter the home stretch of 2019. When conditions are evolving and visibility is limited, active and flexible strategies can help balance risk and reward. Active & Passive , Fixed Income, Municipals Likes 0 SHARE Bookmarks
July 31, 2019 Midyear Municipal Outlook: Stay Flexible Late in the Cycle by Daryl Clements Municipal bonds have had a good run since the beginning of the year, but there’s still room for additional positive performance in 2019. That’s particularly true for investors who choose active strategies with the flexibility to move money around the bond market as conditions evolve. Fixed Income, Municipals Likes 0 SHARE Bookmarks
May 06, 2019 Are Your Munis Stuck in a Pre-2008 World? by Daryl Clements The financial industry and the muni market has lulled a generation of muni investors into using only one approach: buy and hold to maturity. That was fine in the past, but everything’s changed post-2008 and it’s time for a better muni strategy. Active & Passive , Fixed Income, Municipals Likes 1 SHARE Bookmarks
January 29, 2019 Municipal Bonds: Three Strategies for 2019 by Daryl Clements Municipal bond investors like their muni portfolios to play the role of Old Faithful in their overall asset allocation, providing safety and income. But that doesn’t mean that the investment environment is reliably the same. How can muni investors stay on track in 2019? They can adhere to these three strategies. Active & Passive , Fixed Income, Municipals Likes 0 SHARE Bookmarks
November 30, 2018 Bridging the Healthcare Gap with Muni Bonds by Erin Bigley Boston Medical Center is redefining the role healthcare providers play in improving the health and welfare of the city’s residents. Now impact investors can have a hand in fostering better outcomes, too. Fixed Income, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 10, 2018 Supreme Court Decision Could Relieve Stress for Some States Thanks to the Supreme Court’s decision in South Dakota v. Wayfair, Inc., states can now choose to levy sales taxes on online transactions with no physical retail presence within the state. Our chart shows the potential impact on state budgets. Fixed Income, Municipals, Policy & Regulation Likes 1 SHARE Bookmarks
May 09, 2018 Will Real Change Result from New Regs? That’s Up to Investors On May 14, new MSRB regulations will require the disclosure of the often dramatic markups that retail investors are subject to when buying individual municipal bonds. Will this accelerate the shift into active municipal bond management? Active & Passive , Fixed Income, Municipals, Policy & Regulation Likes 1 SHARE Bookmarks
March 26, 2018 What to Do About Rising Rates? Just Give It Time. Worried about rising rates? Don’t take your money out of the municipal market and put it in cash. That could cost you. Fixed Income, Municipals Likes 1 SHARE Bookmarks
February 21, 2018 Inflationado? Muni Investors Should Seek Cover by Daryl Clements US inflationary pressures are developing that could be destructive. Investors need to seek protection quickly. But how? For municipal investors, some inflation strategies fall short, leaving portfolios at risk. Fixed Income, Inflation, Municipals Likes 0 SHARE Bookmarks