Don’t Call It a Comeback: Reasons for Muni Optimism
After a challenging 2022 in the municipal bond market, there are reasons for optimism moving forward in 2023. Despite the ongoing potential for recession, municipal bond fundamentals look strong and investors may benefit from current tax-free yields within a diversified portfolio. Join us for an interactive webinar featuring Jonathan Mondillo and John Cerrone of abrdn as they share their insights about the broader fixed income market, the opportunity in the tax-free municipal bond space, and ideas on how to effectively incorporate municipal bonds into a diversified portfolio.
Key learning objectives:
- To understand the current market drivers of tax free municipal bonds within the context of the broader fixed income space.
- To compare the potential benefits of tax free municipal bonds to taxable bonds and other fixed-income instruments.
- To discuss ideas on how to effectively incorporate municipal bonds into a diversified investment portfolio.
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Jonathan MondilloHead of US Fixed Income
John CerroneSenior Regional Director
Robert HuebscherFounder, Advisor Perspectives
For Investment Professional Use Only. Not for Further Distribution
Fixed income securities are subject to certain risks including, but not limited to: interest rate (changes in interest rates may cause a decline in the market value of an investment), credit (changes in the financial condition of the issuer, borrower, counterparty, or underlying collateral), prepayment (debt issuers may repay or refinance their loans or obligations earlier than anticipated), call (some bonds allow the issuer to call a bond for redemption before it matures), and extension (principal repayments may not occur as quickly as anticipated, causing the expected maturity of a security to increase).
Municipal securities can be affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities.
In the United States, abrdn is the marketing name for the following affiliated, registered investment advisers: abrdn Inc., abrdn Investments Limited, abrdn Australia Limited, abrdn Asia Limited, Aberdeen Capital Management, LLC, abrdn ETFs Advisors LLC and abrdn Alternative Funds Limited.
abrdn and VettaFi are not affiliated