Opportunity Zones: A Municipal Credit Catalyst?
Putting fixed income assets to work in a world of 2% 10Yr Treasuries is challenging. Appleton Partners understands this and feels there is still value and opportunity. Nathan Harris, CFA, Co-Director of Municipal Research, sees considerable credit catalyst potential from Opportunity Zone investment. Economic & Market Commentaries
Municipal Bonds: 2019 Midyear Update
BAM Head of Investor Relations, Rick Holzinger, explains the dynamics behind the strong price performance of municipal bonds year to date, and tactics for retail investors and financial advisors to consider to manage risk going forward.
MASTERCLASS: Municipal Bonds - April 2019
Municipal bonds have been in high demand generating positive returns so far in 2019. What opportunities and challenges are ahead? On this Masterclass, a panel of experts discuss the world of Municipal Bonds. Steven Permut, SVP and Senior Portfolio Manager, American Century Investments Grant Dewey, Head of Municipal Capital Markets, Build America Mutual David Dowden, Managing Director, Portfolio Manager, MacKay Municipal Managers For Financial Professional Use Only / Not for distribution to the public.
MASTERCLASS: Fixed Income - March 2019
The ongoing hunt for yield has sparked renewed interest in bonds. More specifically, alternative approaches to investing in bonds as investors seek stronger returns but when venturing into fixed income, especially in this environment, what should investors carefully evaluate? On this Masterclass, three experts discuss the world of Fixed Income. J.P. Weaver, CFA, Senior Portfolio Manager, Fixed Income at Stewart Capital Matthew Bartolini, CFA, Head of SPDR Americas Research at State Street Global Advisors Gerard A. Klingman, CFP®, CLU, ChFC, CFS, President of Klingman & Associates, LLC
NHMRX – High Yield Muni Bond Fund from Nuveen
NHMRX – High yield muni bond fund from Nuveen outperforms its peers, has an above average yield, and a below average expense ratio.
How BAM GreenStar Supports Growth in the Muni Green Bond Market
Build America Mutual Chief Risk Officer Laura Levenstein discusses the BAM GreenStar Assessment, a new third-party verification of municipal bonds that finance projects that align with the International Capital Markets Association’s Green Bond Principles. $300 million of BAM GreenStar bonds were designated in Q4 2018, and the market is expected to grow.
2019 Muni Bond Outlook
Build America Mutual Head of Public Finance Scott Richbourg discusses the outlook for municipal bond investors in 2019, and how stable new-issue volume, volatile rates, and changing technologies may impact investor portfolios.
Investing Outlook 2019: Navigating Market Change and Volatility
If only one thing in the market can be certain, it would be that change is constant, and with change comes the potential for increased volatility. Join Nuveen investment specialists Bob Doll, John Miller, Joe Higgins and Brian Nick for a live, interactive discussion on what they see as key themes for the year ahead and how investors might better navigate market volatility in 2019. Robert C. Doll,CFA - Senior Portfolio Manager and Chief Equity Strategist of Nuveen Asset Management John V. Miller, CFA - Head of Municipals of Nuveen Joseph Higgins, CFA - Portfolio Manager of TIAA Investments Brian Nick, CAIA - Chief Investment Strategist of Nuveen
Highly Rated Mainstay Mackay High Yield Municipal Bond Fund
Todd Rosenbluth, CFRA's Head of ETF and Mutual Fund Research, discusses a highly rated municipal bond mutual fund.
Fixed Income Markets in Transition
As monetary policy normalizes, bouts of volatility are roiling markets—prompting many investors to re-examine their positioning. Join BlackRock's fixed income CIOs as they discuss: The role of reduced liquidity in creating market stress points. Why the late part of the cycle can last longer than many investors expect. The impact of trade policy and technology disruption. How to make portfolios more resilient. Get more fixed income insights from BlackRock here.
The Case for Investing in Municipal Bonds
Tax reform didn’t hurt demand for municipal bonds – and rising rates could make munis even more attractive.
The Tax Law Giving Municipal Bonds New Appeal
The role of municipal bonds in an investment portfolio is set to change. Head of Strategy and Communications at Build America Mutual, Michael Stanton discusses how municipal bonds typically fit into an individual investors portfolio and how BAM protects investors.