Municipal bonds remain a key source of tax-advantaged income for diversified portfolios, especially in today’s environment of shifting interest rates, changing issuance trends, and evolving credit conditions. With yields near multi-year highs and strong state and local fundamentals, the asset class may offer both attractive income and total return.
Join Aberdeen Investments for a timely discussion on the municipal bond landscape, including how current valuations compare across fixed income sectors and where today’s opportunities may exist. The session will also highlight key municipal bond factors—such as rising issuance and rate volatility—and provide practical insights on how investors can position municipal bonds to enhance after-tax income within their portfolios.
Key learning objectives:
Understand how current events and interest rates are impacting the issuance of municipal bonds.
Learn how do municipal bonds compare to other fixed income investment options.
Consider municipal bond strategies and where they may fit within a diversified investment portfolio.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers:
Miguel LaranjeiroInvestment DirectorAberdeen Investments
John CerroneSenior Regional DirectorAberdeen Investments
Important information:
Investors should carefully consider a fund’s investment objectives, risks, fees, charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for the mutual funds, contact Aberdeen Fund Distributors, LLC at 1-866-667-9231. To obtain a prospectus for the ETFs, contact Aberdeen at 1-844-383-7289. A prospectus can also be downloaded at aberdeeninvestments.com/us.
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.
Aberdeen Investments Global is the trade name of Aberdeen's investments business, herein referred to as "Aberdeen Investments" or "Aberdeen". In the United States, Aberdeen Investments refers to the following affiliated, registered investment advisers: abrdn Inc., abrdn Investments Limited, and abrdn Asia Limited.
Aberdeen Funds are distributed by Aberdeen Fund Distributors LLC, Member FINRA and SIPC. 1900 Market Street, Suite 200, Philadelphia PA, 19103. Aberdeen Fund Distributors, LLC is a wholly owned subsidiary of abrdn Inc. abrdn Inc. is a wholly-owned subsidiary of Aberdeen Group plc.
Aberdeen’s exchange-traded funds are distributed by ALPS Distributors, Inc. ALPS is not affiliated with Aberdeen.
