ÌÇÐÄÊÓƵ

Watch on YouTube:

Speakers:

Pat Luby, Head of Municipal Strategy, ÌÇÐÄÊÓƵ
Wilson Lees, Research Credit Analyst, ÌÇÐÄÊÓƵ

Timestamps:

– Introduction
– 2025 Review & 2026 Supply Outlook
– Portfolio Concerns & Return Scenarios
– Muni Valuations & After-Tax Yields
– Sector Outlook & Poll Results
– Airport Sector Analysis
– Higher Education Sector Headwinds
– State & Local Government Trends
– Curve Positioning Strategy
– Q&A & Closing Remarks

Related Resources:

Muni Outlook for 2026: The 2026 muni outlook highlights record supply, shifting demand, sector‑specific risks, and modest positive returns amid evolving curve and ETF dynamics. /insight…