Municipal Bonds—Maximizing Yield in Today’s Fixed-Income Market – abrdn – 5.23.24

Summary:

Now On Demand

Municipal bonds had a strong start to the year and continue to represent a meaningful opportunity for generating tax-advantaged yield within a diversified investment portfolio. However, a dynamic market with sustained inflationary pressures means that rates may remain higher for longer, and investors need to be mindful of duration as it relates to the belly of the curve.

Join the experts at abrdn to learn about current opportunities within the municipal bond asset class, and how munis fit into the broader fixed income landscape.

• Why 2024 will continue to be a strong year for municipal bonds.
• How municipal bonds stack up compared to the rest of the fixed income space.
• Municipal bond strategies and where they fit in your portfolio.

Speakers:

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 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.