WEBCASTS

Navigating Today’s Dynamic Market Environment with Active Municipal Bond Fund Management

Municipal Bond investors are facing many challenges today from elevated inflation and a Federal Reserve well into a tightening cycle, to significantly negative total returns year to date. Investors may feel inclined to shy away from fixed income during these periods because of the recent drawdowns in total returns. However, there are several reasons why tax-exempt bonds should be part of your clients’ portfolios. Senior Portfolio Manager Joe Gotelli from American Century Investments will discuss the macroeconomic outlook and where he sees opportunities in the municipal bond market during these unprecedented times.

December 15, 2022
11am PT | 2pm ET
1 CE Credit
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SUMMARY

Topics will include:

  • Municipal market total returns and relative value.
  • The flattening of the yield curves.
  • Credit fundamentals and how credit research expands the opportunity set outside of passive bonds.
  • Positioning in municipals around the economic cycle

Pending acceptance for one hour of CFP/CIMA 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.

SPEAKERS

Joseph Gotelli

Vice President, Senior Portfolio Manager
American Century Investments

Lara Crigger

Editor-in-Chief
VettaFi

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Important Disclosures

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.

American Century Investments and VettaFi are not affiliated investment companies.

For Financial Professional Use Only / Not for distribution to the public.

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