AlphaWatch's Jonathan Poyer caught up with muni fund manager, Roberto Roffo of SWBC Investment Company, to talk about the muni market, interest rates, yields, and the sweet spots to look out for
Some thoughts:
Is the additional yield worth the credit risk?
Munis are cheap relative to USTs
Longer-end is worth your time
The muni curve's shape is very interesting compared to USTs
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