UBS On-Air: Market Moves Talking Markets ‘Muni edition’ with Jon Mondillo (abrdn) & Kathleen McNamara (UBS CIO)
Apr 14, 2024
Jon Mondillo from abrdn and Kathleen McNamara from UBS CIO discuss muni bond duration, sector preferences, and 2024 election implications. They explore high yield opportunities, rate management complexities, and potential threats to tax exemptions in the municipal bond market.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Analysis of Rates and Duration in Municipal Bond Portfolios
03:11 • 2min
Exploring Investment Opportunities in Various Sectors
05:26 • 5min
Municipal Bond Valuation and Tax Exemption Scenarios
09:58 • 6min
Positive Outlook on Municipal Bond Market and High Yield Opportunities
16:06 • 2min