NZF - Municipal Update: Key Themes And Allocation Tilts
2025-02-20 22:34:59 ET
Summary
- We discuss key Muni themes, including tariffs, federal funding freeze, tax exemption, and more.
- Muni valuations remain attractive, particularly the value of the tax exemption.
- We highlight the four Muni buckets where we see value.
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Municipal Update: Key Themes And Allocation Tilts