Learn about what’s moving the needle in muni bonds, where to look for opportunity for your clients and how active management factors in. Here to explain is Jay McAndrew, Head of Strategic Beta Sales & ETFs and Doug Rangel, Vice President and Client Portfolio Manager for fixed-income products from Columbia Threadneedle Investments. We thank Columbia Threadneedle for sponsoring this episode.
Podcast hosted by: Michael Venuto and Dave Armstrong
LIVE Show hosted by: David Dziekanski and Dan Weiskopf
Guests: Jay McAndrew and Doug Rangel from Columbia Threadneedle
Sponsored By: Columbia Threadneedle Investments
00:00 Open/Introduction
02:00 Muni market overview
04:27 Better Benchmarks
07:55 Inflation & Duration
13:02 Infrastructure
15:00 Real Estate
18:52 The Investors Perspective
22:03 The Case for Active Management
23:39 In Conclusion
25:30 Ideas that can make a difference
