Sudip Mukherjee

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.