
Talking Markets ‘Muni edition’ with Jon Mondillo (abrdn) & Kathleen McNamara (UBS CIO)
UBS On-Air: Market Moves
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Exploring Investment Opportunities in Various Sectors
This chapter delves into investment prospects in healthcare, housing, and education sectors, focusing on lower-grade names in hospital systems, subsidized housing, and charter schools. It highlights growth potential fueled by increased admissions, real estate demand, and enrollment in these areas, emphasizing the need for active portfolio management and careful credit assessment.
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