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Household and U.S. bank ownership of individual bonds fell and the total face amount of munis outstanding was down 0.6% quarter-over-quarter and down 1.4% year-over-year, Fed data shows.
April 10 -
Retail investors may be moving out of municipal bond mutual funds and into separately managed accounts, largely due to the headline shock of the massive outflows from the funds, participants say.
September 23 -
Largely attributable to Fed interest rate increase-led volatility, outstanding municipal bonds lost $300 billion of market value in the first quart of 2022, a Municipal Securities Rulemaking Board report said.
June 29 -
For investors who want a customized portfolio and a greater ability to control taxable events, SMAs may be the product they're searching for.
March 23 -
The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.
January 28 -
The 2017 Tax Cuts and Jobs Act continues to influence the composition of the municipal bond market.
March 12 -
Federal Reserve data show the effects of a new tax code that makes muni ownership less appealing for banks.
December 10 -
The municipal market appears to be shifting away from its traditional retail-dominated status, which has implications for regulatory policy that's largely aimed at protecting the retail investor.
March 27 -
Ronald Schwartz of Seix Investment Advisors resolves to upgrade credit, keep duration neutral to shorter, and remain selective about investments.
February 2 -
While some buy side analysts see a supply “nightmare” following the tax reform proposal, others are looking for opportunities to "stock up" on munis.
November 10