Municipal Fixed Income Quarterly Market Commentary 2Q2021

Dan Scholl and Gerard Durr |
Investment Management
Municipal Fixed Income

In the 2Q 2021 issue of our quarterly publication, we:Discuss the how the federal stimulus and vaccination rates have pushed credit spreads tighterDetail the impact the infrastructure plan would have on the economyNote what is likely needed to see the plan move forwardThe first half of 2021 continued to produce strong cash flows and positive returns for the municipal market.

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Municipal Fixed Income Quarterly Market Commentary 1Q2021

Dan Scholl |
Investment Management
Municipal Fixed Income

In the 1Q 2021 issue of our quarterly publication, we:Discuss the muni market’s outperformance versus fixed income during 1Q 2021 amid volatilityNote the potential challenges that could lie aheadShare our views on the potential improvement on the credit quality of New York State, New York City and…

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Municipal Fixed Income Quarterly Market Commentary 4Q 2020

Karleen Strayer and Dan Scholl |
Investment Management

In the 4Q 2020 issue of our quarterly publication, we:Discuss the wild ride municipals took in 2020, including the impact of COVID-19, uncertainty around the presidential election, and record new issuance reached in the fourth quarter.Detail M&A issuance in the nonprofit health systems as well as pressures seen in higher education and transportation.Explain why comprehensive, careful credit research is so important.

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