Making the most of today’s municipal bond opportunities – abrdn – 10.26.23

Overview:

Title: Making the most of today’s municipal bond opportunities
Date: Thursday, October 26, 2023
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour
 

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Summary:

Now On Demand

The post-COVID market continues to find its footing as the Fed fights ongoing inflationary pressures. With an increasing likelihood of higher rates for longer, tax free municipal bond opportunities are top of mind for many investors. Despite persistent uncertainty, value can be found on various parts of the yield curve through active management within the asset class.

Join Jon Mondillo and John Cerrone from abrdn for a CE webinar, as they discuss the changing dynamics of today’s fixed income markets and how to maximize the potential of municipal bonds within a diversified portfolio today and into the future.

 

Speakers:

Jonathan MondilloJonathan Mondillo Head of US Fixed Income abrdn

Jonathan Mondillo is Head of US Fixed Income at abrdn. He is responsible for overseeing three municipal bond mutual funds that span investment grade ultra-short maturities to high yield credits. Jonathan joined the firm in 2018 from Alpine Woods Capital Investors, LLC, when two mutual funds he managed were acquired by Aberdeen Standard Investments. Prior to that, Jonathan worked for Fidelity Capital Markets. Jonathan graduated with a B.S. in Finance from Bentley University.

John CerroneJohn Cerrone Senior Regional Director abrdn

John Cerrone is a Senior Regional Director at abrdn, responsible for new business development and key account relationships in the Northeast region. Prior to his current role, John spent three years on abrdn’s RFP team supporting Institutional & Wealth Management opportunities. He joined abrdn in 2011 as a Graduate Business Analyst, which included rotations in London and Luxembourg. Prior to abrdn, John had previous experience with Comcast and MFS Investment Management. A graduate of Northeastern University, John received a BS in Business Administration with a concentration in Marketing and Management. He currently holds the Series 7 and 63 licenses.

For Investment Professional Use Only. Not for Further Distribution

Fixed income securities are subject to certain risks including, but not limited to: interest rate (changes in interest rates may cause a decline in the market value of an investment), credit (changes in the financial condition of the issuer, borrower, counterparty, or underlying collateral), prepayment (debt issuers may repay or refinance their loans or obligations earlier than anticipated), call (some bonds allow the issuer to call a bond for redemption before it matures), and extension (principal repayments may not occur as quickly as anticipated, causing the expected maturity of a security to increase).

Municipal securities can be affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities.

In the United States, abrdn is the marketing name for the following affiliated, registered investment advisers: abrdn Inc., abrdn Investments Limited, abrdn Australia Limited, abrdn Asia Limited, Aberdeen Capital Management, LLC, abrdn ETFs Advisors LLC and abrdn Alternative Funds Limited.

abrdn and RIA Channel are not affiliated

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