Sudip Mukherjee

Sudip Mukherjee, a Senior Fixed Income Strategist at UBS, dives into the dynamics of the municipal market alongside Jeannine Lennon. They discuss the recent rally in September, highlighting strong inflows and the performance of high-yield munis. Sudip elaborates on how changing flows towards longer maturities are reshaping the muni curve. They also explore sector opportunities, recommending investments in airports and education, while noting that credit quality hasn’t significantly impacted returns this year.

Sudip Mukherjee, a Senior Municipal Strategist for the Americas at UBS Chief Investment Office, brings his expertise to discuss the relaunch of the Municipal Market Guide. He analyzes shifting performance trends in the muni market and addresses the impact of record supply on investment-grade bonds. The conversation delves into tax-equivalent yields for high-bracket investors and explores the challenges faced by private higher education institutions. Sudip also sheds light on the effects of recent Federal Reserve rate cuts and upcoming trends related to municipal tax exemptions.

Senior Fixed Income Strategists analyze fixed income sub-sectors, discuss Fed rate cuts' impact on high yield sector, preferred stock performance outlook, corporate bond market trends, and market outlook with emphasis on long-duration high-quality bonds amidst economic concerns.

In this discussion, Sudip Mukherjee, Senior Fixed Income Strategist at UBS, shares insights on the municipal bond market's steady performance amidst macro uncertainties. He highlights attractive yields and the impact of inflation and policy changes on investment strategies. The conversation also touches on the challenges local governments face with funding cuts and federal policy shifts, while emphasizing the resilience of municipal bonds. Listeners gain valuable perspectives on credit selection and the positive outlook for the market.

Sudip Mukherjee, Fixed Income Strategist Americas at UBS Chief Investment Office, offers a deep dive into the municipal bond market, highlighting a recent rally driven by improving technicals and renewed inflows. The discussion touches on appealing tax-equivalent yields and the implications of proposed changes to the SALT cap. Legal battles over sanctuary city funding are explored, revealing financial strains and judicial responses. Listeners gain valuable insights into navigating this complex landscape as summer approaches.