Nisha Patel

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.