Perspectives Out of the Gate in 2025

Mike Denlinger, Portfolio Manager, joins host Chris Roberti to to break down the biggest trends shaping the municipal bond market in 2025.


Previous Episodes

Record-breaking Supply, Does it Continue?

Join Anna Helmlinger as she offers an update on municipal supply for the week and technicals ahead.

Keeping An Eye on New Issue Supply

Join Sunny Gill this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

Market Tone is Strengthening

Join Mike Perilli this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

The Old Normal is Back. Prepare with Meaningful Municipal Allocations

Scott Sprauer, a Senior Managing Director, joins host Chris Roberti to discuss the top municipal market insights for 2025.

Municipal Bonds Still Offering a Healthy Income Stream

Join Jack Muller this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

Solid Credit Fundamentals Anchor Municipal Market

Join Alex McLaughlin this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

A Solid 2024 and We Remain Constructive

Portfolio Manager of Investment Grade Munis, Matt Hage joins Chris Roberti to discuss the state of the municipal market towards the end of 2024.

Elevated Issuance Continues

Join Mike Perilli this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

Heavy Issuance is Being Met with Robust Demand

Join Vineeth Krishnakumar this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals. 

Finding Value in the Home Stretch of 2024

Director, Credit Analyst, and High Yield Municipal Trader, Ian France joins Chris Roberti to discuss the municipal market down the stretch of 2024.

Initial Post-Election Thoughts

Join Anna Helmlinger this week as she offers her thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals. 

Investor Appetite Anchors Municipal Bonds

Join Jack Muller this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals. 

Temporary Supply Pressure Opens the Door to Investment Opportunities

Join Sunny Gill this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

Still Constructive in the Fourth Quarter

Credit Analyst Alex McLaughlin shares his optimistic outlook on the municipal market and explores key trends and opportunities for Q4 of 2024.

Supply & Hurricane Watch

Join Ian France as he discusses the largest municipal deal of the week as well as how the team focuses on credit surveillance during natural disasters.

Municipal Bonds Still Offering a Healthy Income Stream

Join Alex McLaughlin this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

Are You Making the Most of the Current Opportunity?

Join Mike Denlinger this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

Talking Credit

Join Alex McLaughlin this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

The Big Story In Munis

Michael Denlinger this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

Sorting Through a Complex, Yet Attractive Market Landscape

Mike Denlinger, Managing Director and Portfolio manager, joins Chris Roberti to discuss how the muni market is looking in late summer, and more.

Volatility Creates Opportunities To Play Offense

Join Sunny Gill this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

Allocation Tweak Pays Off

This was the first month in some time where the high yield segment of the municipal bond market did not materially outperform investment grade segment.

Relative Value On The Rise

Municipal bond valuations are improving relative to treasuries.

No Shortage Of Interesting Opportunities

Robust supply is creating pockets of opportunity in the primary market.

Robust Issuance Creates Opportunities

Pockets of weakness in the primary market are producing interesting opportunities for investors.

Municipal Value Still at Elevated Levels

Director, Credit Analyst and High Yield Municipal Trader, Ian France joins Chris Roberti to discuss the state of the municipal market in mid-2024.

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