3Q26 Capital Markets Outlook: Simon Says, Stick the Landing: Munis
It is a short manager view on how one muni desk is positioned by curve segment and credit quality, a framing advisors can compare against their own tax-exempt allocations. The description ties the discussion to record issuance and demand rather than to a single forecast.
Summary
By the bonds & fixed income deskAB's Matt Norton, CIO of Municipal Bonds, gives the firm's municipal bond outlook, covering positioning across the yield curve, credit markets and high-yield munis. The description says munis have performed strongly despite record issuance, supported by investor demand and tax-exempt income. It is part of AB's 3Q26 Capital Markets Outlook series.
- Municipal bonds have delivered strong performance despite record issuance, per the description.
- Robust investor demand and tax-exempt income opportunities are cited as supports for the asset class.
- The discussion covers positioning across the yield curve, credit markets and high-yield munis.
- AB frames the muni outlook as part of its 3Q26 Capital Markets Outlook.
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