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  • Jonathan Poyer

The Muni Curve vs. US Treasury Curve

AlphaWatch's Jonathan Poyer caught up with muni fund manager, Roberto Roffo of SWBC Investment Company, to talk about the muni market, interest rates, yields, and the sweet spots to look out for

Some thoughts:

  • Is the additional yield worth the credit risk?

  • Munis are cheap relative to USTs

  • Longer-end is worth your time

  • The muni curve's shape is very interesting compared to USTs

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