Jim Murphy and Charlie Hill: ‘The Value Proposition for Municipal Bonds Has Rarely Been Stronger’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 12 November 2024

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

Two veteran bond investors survey the tax-exempt market.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview.
0:34.4	I'm Dan Lefkowitz, strategist for Morning Star Indexes.
0:37.4	And I'm Christine Ben's Director of personal finance and retirement planning for Morning Star.
0:41.9	Our guest this week are Jim Murphy and Charlie Hill of Tiro Price's municipal bond investment team.
0:47.9	Jim leads the team and his portfolio manager for several high-yield muni strategies.
0:52.4	Charlie, who has been at T-Roe since 1991, manages several
0:55.9	short and intermediate term municipal bond funds. Morningstar's manager research team rates T-Roe
1:00.7	prices municipal bond capability highly with several strategies carrying gold medalist ratings.
1:06.0	Jim, Charlie, thanks so much for joining us on the Longview.
1:09.1	Thank you. Thanks for having us.
1:12.1	Absolutely.
1:13.3	Jim, let's start with you.
1:14.8	The past few years have been something of a roller coaster for the municipal bond market,
1:18.8	maybe a bit more drama than many investors looking for steady tax-free income would desire.
1:24.5	We had the pandemic and then 2022, the rate hikes with recoveries, of course, in between.
	...

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