1. Investing through a mutual fund captures the municipal market opportunity.
2. The specter of rising taxes increases the value of tax exemption.
3. Deep analysis is necessary to find credits that will outlast headline risk.
4. Capitalize on high yield market participants’ overcorrections.
5. Individual investors embrace taxable municipal bonds in retirement plans.
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Traditional tax-exemption persists, and we believe it’s as attractive as ever
The high yield market is likely to outperform investment grades again, despite historically tight spreads
Selection comes to the fore of the investment grade market
The front end of the municipal yield curve should outperform cash-like instruments
Capitalizing on the supply wave will require seizing initiative in multiple ways
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Individual investors embrace taxable municipal bonds in retirement plans.
Taxable Municipal Bonds
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Capitalize on high yield market participants’ overcorrections.
Capitalize on Overcorrections
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Deep analysis is necessary to find credits that will outlast headline risk.
Outlast Headline Risk
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Value of Tax Exemption
The specter of rising taxes increases the value of tax exemption.
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Investing through a mutual fund captures the municipal market opportunity.
Municipal Market Opportunity
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1
Traditional tax-exemption persists, and we believe it’s as attractive as ever
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