Episode
The Muni Opportunity
- Published
- Aug 27, 2025
- Duration seconds
- 1450
- Processing state
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- https://disruptive.libsyn.com/the-muni-opportunity
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Summary
Municipal bonds have been one of the more active corners of the fixed income market this year. Near-record levels of new issuance have outpaced demand amid uncertainties stemming from shifts in the policy landscape. While institutional investors have long turned to munis for tax-advantaged yields and portfolio diversification benefits, the surge in supply puts the onus on buyers to be selective. Government initiatives and infrastructure funding needs are fueling supply growth, creating opportunities across some sectors and highlighting how the resilient credit quality of muni bonds can add to their appeal to global investors. On this episode of Disruptive Forces , host Anu Rajakumar sits with Jamie Iselin , Head of Municipal Fixed Income, to demystify the contrasting dynamics of the municipal bond market and its expanding role in portfolios. Together, they unpack new policy developments, trends in public-private partnerships, and practical perspectives for investors seeking access to this dynamic asset class. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individu…