We walk through factors driving ratios so far this year.

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Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

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We discuss our outlook for 2026 on the higher education sector

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Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

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A new year brings new market dynamics and fresh insight for municipal investors looking to stay ahead in 2026.

In this episode, host Eric Kazatsky is joined by Mike Denlinger, Managing Director and Portfolio Manager at MacKay Municipal Managers, to walk through the team’s Top Five Insights for 2026. From the resilience of essential service revenue bonds to the dispersion emerging in high yield, Mike shares what themes and strategies matter most in the current environment.

They break down curve positioning, taxable muni opportunities, and how active flexibility can uncover value where passive strategies fall short. If you’re positioning muni portfolios for the year ahead, this conversation is packed with data-backed takeaways.

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• Twitter @NYLInvestments
• Twitter @MacKayMuniMgrs
• Facebook @NYLInvestments
• LinkedIn: New York Life Investments
• LinkedIn: MacKay Municipal Managers

Presented by New York Life Investments
www.newyorklifeinvestments.com

MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

SMRU: 8563817

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