Investment strategies

The lineup of exclusively short-duration fixed-income products, taxable and municipal, still managed an overall gain.

The top 20 performers nearly doubled the gains of their peers over the period.

Social bonds represent a new milestone in the education space and a key to unlocking the door to impact investments.

The increasing focus on ESG and innovation in the municipal market continues to grow as investors and issuers navigate a changing global market for state and local government debt amid COVID-19.

Ann-Charlotte Eliason, head of Nasdaq's Sustainable Bond Network, and Emily Robare, who leads ESG credit analysis for Gurtin, a PIMCO company, talk the current state and future of ESG, social, green and impact investing in munis through the lens of both domestic and international investors. Lynne Funk hosts. (38 minutes).

Chris Brigati, managing director of Advisors Asset Management talks about approaching the market with strategies in mind, but adapting to the realities of today. He shares concerns over liquidity and the challenges for cautious investors. The session was recorded two weeks ago. John Hallacy hosts.

The 2017 Tax Cuts and Jobs Act continues to influence the composition of the municipal bond market.

Many investors are positioning for the late cycle, according to guest Robert Waldner Jr., CFA , chief strategist and head of macro research at Invesco. He points to the demise of the Phillips curve; the Fed thinking in "real" terms, and a gradual increase in yields on the long end. He also discusses the appeal to global clients of taxable municipals. John Hallacy hosts.

After what one analyst called the muni market's "most eventful" decade, investors are expected to be greeted by continued heavy volume in 2020.

In formal comments filed with the federal government and separately to GASB, municipal finance groups have given the regulators generally high marks.