The Muni 360 Podcast from New York Life Investment Management – Details, episodes &amp; analysis

Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

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Post-Fed Muni Valuation Snapshot

Episode 198

Friday, July 31, 2026 • Duration 02:34

Muni valuations held steady post-Fed

Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

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Munis Stay Resilient

Episode 197

Friday, July 24, 2026 • Duration 03:01

Record Muni Supply: A Second-Half Outlook

Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company

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The Market Rewarded Discipline

Episode 196

Friday, July 17, 2026 • Duration 20:52

The first half of 2026 challenged many of the market assumptions investors started the year with. While headlines focused on inflation, interest rates, tariffs, and geopolitical uncertainty, the municipal bond market rewarded discipline instead.

In this episode, host Eric Kazatsky is joined by Jack Muller for a midyear review of their 2026 outlook. They revisit the year's key themes, explain why technicals and investor demand have driven performance, and share where they continue to see value across the municipal market.

Tune in to hear what worked, where opportunities remain, and what to watch in the second half of 2026.

Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

SMRU: 8796551

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Munis Stay Resilient

Episode 195

Friday, June 26, 2026 • Duration 03:35

Munis Stay Resilient as July Technicals Appear Supportive

Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Volatility Has Reset the Opportunity Set

Episode 194

Friday, June 19, 2026 • Duration 27:55

Volatility has been the dominant theme in the municipal market, but it has also created new opportunities for investors.

In this month's Muni 360 Market Insights, Eric Kazatsky and Jack Muller discuss how recent rate volatility has led to higher yields across the municipal curve while credit fundamentals remain largely intact. They explore shifting relative value opportunities, the importance of year-round tax management, the impact of increased issuance on market technicals, and what wealth tax and millionaire tax proposals could mean from a municipal credit perspective.

Listen as Eric and Jack examine the key factors influencing today's municipal market and discuss where current conditions may be creating opportunities for long-term investors.

Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

SMRU: 8796276

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Supply Meets Demand

Episode 193

Friday, June 12, 2026 • Duration 02:38

Elevated issuance is still being met with strong investor demand

Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

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A Well-Supported Market Still Rewards Selectivity

Episode 192

Friday, June 5, 2026 • Duration 04:48

Munis are in-demand, but investors must navigate carefully

Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investment Management” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Compelling Muni Yields

Episode 191

Friday, May 29, 2026 • Duration 03:07

Even some the highest-rated bonds offer currently attractive yields.