Sentences with phrase «municipal bond research»

James Lyman, director of municipal bond research at Manhattan - based Neuberger Berman, then testified that the town should have alerted his firm to an acceleration clause, which required the town to pay the entire loan within 60 days of a default.

Not exact matches

This environment makes credit research and a focus on quality extremely important when structuring a municipal bond portfolio.

Ratings agencies research the financial health of each bond issuer (including issuers of municipal bonds) and assign ratings to the bonds being offered.

Brings experience in the municipal bond market, providing deep credit research and access to a large number of bond issues

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

Howard Cure, the director of municipal research for Evercore Wealth Management, which holds both Thruway and Bridge Authority bonds, said he believed a merger was possible, and would be easiest if the Thruway simply bought out its smaller, better - rated, partner.

Without going into too much detail of statistics and standard deviation, I can tell you that there is a lot of research evidencing less than a 0.5 % default rate for investment grade municipal bonds for the last few decades.

«Our research indicates that over the longer term, diversifying a municipal bond allocation across states will lead to less volatility and greater income opportunities for our clients,» Staley says.

We believe that an integrated team of research - driven municipal bond investors is the ideal structure to take advantage of these inefficiencies.

The firm offers Morningstar research for mutual funds and ETFs, plus bond research from S&P, Moody's and Municipal Market Advisors.

He leads the firm's Municipal Bond Operating Committee, which oversees municipal bond portfolio management, research and trading acMunicipal Bond Operating Committee, which oversees municipal bond portfolio management, research and trading activitBond Operating Committee, which oversees municipal bond portfolio management, research and trading acmunicipal bond portfolio management, research and trading activitbond portfolio management, research and trading activities.

In the case of municipal and corporate bond funds, the fund company literature, such as the fund prospectus and independent investment research reports, will report an «average credit quality» for the fund's portfolio as a whole.

S&P Capital IQ has researched 33 municipal bond ETFs, 22 of which have price / NAV premiums or discounts greater than 10 bps.

Benefits from PIMCO's proprietary credit research, a key advantage in a municipal bond market that has become increasingly complex and subject to credit risk.

To learn more about the benefits of municipal bonds, contact an investment professional or thoroughly research them yourself before investing your money.

I became involved actively in the municipal bond market in the early 1970s when I was asked by a municipal bond counsel firm to research how the securities laws apply to municipal bonds.

Provide extensive research on quality of municipal / corporate bond issues and frequently speak with money management firms to acquire views on market events and forecasts.