Apr 7, 2025 · Munis have typically performed well after reaching elevated ratios versus Treasuries. Tax season has historically weighed on munis in March and April as investors adjust portfolios for tax reasons. We expect muni performance to improve during the summer months due to stronger market technicals. Muni issuance is often slower in the summer months ...

Dec 2, 2024 · We expect the muni market to be characterized by a tale of two half-years in 2025. Changes to tax policy will likely dominate the first half of the year and then munis should adjust over the second half of the year. We're cautious about longer-term bonds and lower-rated issuers going into 2025.

Jan 14, 2025 · While stable, income-producing bonds warrant a position in any diversified portfolio, there are drawbacks to owning municipal bonds, or "munis." Though they are exempt from federal taxes and are...

Apr 9, 2024 · Whether the muni market remains volatile or finds its footing, here are three time-tested muni funds that we like. Fidelity Intermediate Municipal Income FLTMX, which earns a Morningstar Medalist...

Mar 26, 2024 · Investors seeking to add munis should be aware of potential interest rate and default risks as well as taxes. Disciplined duration management and careful credit research can help muni investors in an increasingly uncertain environment. There are a variety of ways to get muni bond exposure.

Dec 20, 2024 · Here are five key reasons to consider an allocation to tax-exempt munis now. 1. Unified government has mostly been good for munis. Many financial pundits have said a divided government is good for the markets, but unity has also been good for municipals.

Oct 29, 2024 · We believe the municipal market is well positioned as we end the year. The Fed’s easing should bolster demand for municipal bonds. If investor sentiment shifts positively, as we expect, strengthening demand could absorb secondary market supply and act as a catalyst for capital appreciation.

Munis whipsawed through sharp monthly selloffs and spikes for most of the year. In the end, the Bloomberg Municipal Bond Index returned 6.4% for the year, well above the 3.1% after-tax return for the Bloomberg 1–3 Month US Treasury Bill Index.

2 days ago · But I would counter that munis have a long-standing history of performing well during turbulent times. Further, this tends to be a sector that delivers reliable income, as defaults across this ...

Mar 20, 2020 · Munis were extremely strong performers in 2019, and they were still doing relatively well into the early months of 2020. Investors' appetite for muni bonds just soared, and many were willing...