Buy side

Market Intelligence analyst Jeff Lipton assigns a stable yet guarded view to airport bonds, highlighting how gateways and large hubs can outperform as fuel costs, travel demand and geopolitical risk evolve — while investors sharpen focus on leverage, rate recovery and cyber defenses.

The 10th annual event, which was originally scheduled for Oct. 1, will take place next week with the participation of some key city officials.

The latest research from The Bond Buyer predicts supply and issuance volume will grow in the months ahead.

Brightline asked S&P to withdraw its rating after the latest downgrade.

Ratings analysts have thrown out warning flags about California schools, but a buyside analyst says they are a good investment.

Market Intelligence analyst Jeff Lipton distills what he heard onstage and in the hallways at The Bond Buyer's 2026 National Outlook, from policy uncertainty and the muni tax exemption to AI's growing role and credit risk hotspots.

A recent report from The Bond Buyer found that data quality and accuracy was the top concern among AI skeptics in the industry.

Market Intelligence analyst Jeff Lipton assesses the early impacts of Operation Epic Fury on rates, spreads, shifting inflation expectations, and flows, arguing that elevated tax-exempt income, disciplined sector allocation and a quality bias can help muni investors navigate headline-driven volatility.

The fund plans to liquidate remaining assets, although a class-action lawsuit may delay final distributions.

Findings from The Bond Buyer's 2026 Predictions Report show tax shakeups and political uncertainty pose major challenges to public finance.

The Bond Buyer's 2026 Predictions Report shows professionals expect growth for the year ahead, but are cautious about changes coming to the central bank.

While near-term uncertainty is inevitable, the court's decision should be accretive to growth expectations and somewhat disinflationary.

Money is flowing into mutual funds and buyers are snapping up deals.

This is the sixth time in seven weeks that inflows have topped $1 billion.

"For 2026, we expect municipal bonds to remain compelling as reinvestment demand stays strong and rate normalization progresses," said Brian Barney, municipal portfolio manager at Parametric.

Muni SMAs now hold an estimated $1.3 trillion in assets under management across around 180 managers, per J.P. Morgan. Meanwhile, ETF muni holdings are at $163.1 billion, up 22.4% year-over-year, as of the third quarter of 2025, according to the latest Federal Reserve data.

The price drops follow a lawsuit filed Friday by bondholders alleging the mall's owners colluded with the city of East Rutherford to lower the property assessment.

The prepaid gas sector, once a small niche sector in the muni market, has grown exponentially over the years, with issuance reaching a record $31.4 billion in 2025.

The downgrade reflects ongoing underperformance in ridership and revenues relative to Kroll's expectations.

Market Intelligence analyst Jeff Lipton analyzes how varied state funding priorities and overall charter school support, shifting enrollment patterns, policy uncertainty, charter renewal risk,  and varied pension practices affect charter school bond security—and outlines what issuers, advisors and investors should be communicating to the market.