Nisha Patel

Nisha Patel, a Portfolio Manager at Parametric, shares insights on the upcoming Federal Reserve decisions and their implications for the bond market. Neil Dutta, Head of Economics at Renaissance Macro Research, discusses how tariff dynamics affect global trade and economic rebalancing, notably regarding Europe and China. Peter Tchir, from Academy Securities, delves into the labor market through JOLTS data, emphasizing the sentiment that the quit rate signals about employment trends. Together, they unravel the intricate ties between tariffs, job markets, and economic recovery.

Nisha Patel, a portfolio manager at Parametric known for her expertise in municipal bonds, discusses recent underperformance in municipal bonds and strategies for tax loss harvesting. Peter Tchir, Head of Macro Strategy at Academy Securities, delves into the complexities of global trade, particularly the uncertainties brought by upcoming tariff announcements. Their insights reveal how these tariffs could shake markets, impact consumer goods, and challenge investor sentiment amid a shifting economic landscape.

Nisha Patel, a seasoned portfolio manager at Parametric specializing in tax-advantaged bond strategies, joins the hosts for an engaging discussion. They explore the municipal bond market's current landscape, emphasizing the impact of rising yields and political uncertainties due to the upcoming elections. Nisha sheds light on how technology is reshaping investment strategies, enhancing efficiency in managing separately managed accounts (SMAs). The conversation also touches on navigating tax implications and optimizing after-tax returns in a fluctuating market.