Webcast: Navigating Today’s Dynamic Market Environment with Active Management of Municipal Bond Funds

Municipal bond investors face many challenges today, ranging from elevated inflation and a Federal Reserve well into a tightening cycle, to significantly negative total returns year-to-date. Investors may be inclined to avoid fixed income securities during these periods due to recent declines in total returns. However, there are several reasons why tax-exempt bonds should be part of your clients’ portfolios. Senior Portfolio Manager Joe Gotelli of Investments of the American Century will discuss the macroeconomic outlook and where he sees opportunities in the municipal bond market during these unprecedented times.

December 15, 2022

11am PT | 2 p.m. ET

1 EC credit

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SUMMARY

Topics will include:

  • Total return and relative value of the municipal market.
  • The flattening of yield curves.
  • Credit fundamentals and how credit research expands opportunities outside of passive bonds.
  • Positioning in municipalities around the economic cycle

Pending acceptance of one hour of CFP/CIMA CE credit for live and on-demand participants

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Joseph Gotelli

Vice President, Senior Portfolio Manager
Investments of the American Century

Lara Crigger

Chief Editor
VettaFi

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Important Disclosures

Investment returns and the principal value of securities investments will fluctuate. The value at redemption may be more or less than the original cost. Past performance is not indicative of future results.

This information is for educational purposes only and does not constitute tax advice. Please consult your tax advisor for more detailed information or advice regarding your personal situation.

American Century Investments and VettaFi are not affiliated investment companies.

Restricted to finance professionals / Not to be distributed to the public.

©2022 American Century Proprietary Holdings, Inc. All rights reserved.

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