2026 Municipals Outlook
January 29, 2026
In our latest 2026 Municipals Outlook webinar, Pat Luby and Wilson Lees break down key drivers shaping munis in the year ahead from record issuance and net supply to rate volatility, curve positioning, and sector鈥憀evel opportunities.
Watch on YouTube:
Speakers:
Pat Luby, Head of Municipal Strategy, 乱伦短视频
Wilson Lees, Research Credit Analyst, 乱伦短视频
Timestamps:
鈥� Introduction
鈥� 2025 Review & 2026 Supply Outlook
鈥� Portfolio Concerns & Return Scenarios
鈥� Muni Valuations & After-Tax Yields
鈥� Sector Outlook & Poll Results
鈥� Airport Sector Analysis
鈥� Higher Education Sector Headwinds
鈥� State & Local Government Trends
鈥� Curve Positioning Strategy
鈥� Q&A & Closing Remarks
Related Resources:
Muni Outlook for 2026: The 2026 muni outlook highlights record supply, shifting demand, sector鈥憇pecific risks, and modest positive returns amid evolving curve and ETF dynamics. /insight…
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