Municipal Bonds: Building a pathway to tax-advantaged income – abrdn – 9.5.24

Municipal Bonds: Building a pathway to tax-advantaged income - abrdn - On Demand

Overview:
Title: Municipal Bonds: Building a pathway to tax-advantaged income
Date: Thursday, September 5, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Municipal bonds have had a strong showing year-to-date and continue to represent an important tool for potentially generating tax-advantaged income within a diversified investment portfolio. What’s more, the upcoming election and expected Federal Reserve rate cuts may offer additional opportunities for this unique asset class to flourish.

Join the experts at abrdn as they discuss the nuances of municipal bond investing, how current events are shaping the opportunities for this asset class, and where municipal bonds may fit within your fixed income allocation.

Topics will include:

  • Why the election might cause short-term fluctuations in issuance patterns.
  • How municipal bonds stack up compared to the rest of the fixed income space.
  • Municipal bond strategies and where they may fit in your portfolio.

Speakers:
Jonathan Mondillo Jonathan 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 Cerrone John 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, and abrdn Asia Limited.

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