The Long View Jim Murphy and Charlie Hill: ‘The Value Proposition for Municipal Bonds Has Rarely Been Stronger’
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Nov 12, 2024 Jim Murphy, a high-yield muni strategies expert at T. Rowe Price, and Charlie Hill, who manages several short and intermediate-term municipal funds, discuss the current landscape of municipal bonds. They dive into recent market turbulence and highlight how a 50 basis point rate cut could create new investment opportunities. The duo analyzes credit spreads, emphasizing the resilience of not-for-profit hospitals post-COVID, and explore the potential of high-yield municipal bonds in diversifying portfolios while maintaining low default risks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Navigating the Municipal Bond Market Post Rate Cut
03:53 • 22min
Navigating Municipal Bond Opportunities
25:48 • 19min
Exploring High Yield Municipal Bonds: Risks and Portfolio Integration
44:39 • 2min
Exploring Investment Vehicles in Municipal Bonds
46:39 • 5min
Conclusion and Acknowledgments
51:20 • 2min