Where to Find Municipal Bond Opportunities in H2 2026 | Nuveen
For wealth professionals working with municipal bond exposure, the episode sets out one manager's views on curve positioning and sector selection. It is grounded in Nuveen's stated second-half 2026 outlook rather than a general market review.
Summary
By the bonds & fixed income deskNuveen's Dan Close, Head of Municipals, outlines the firm's second-half 2026 municipal bond outlook in this MuniTV episode. He discusses first-half performance and demand, the steep municipal yield curve, and credit divergence across sectors. The video covers where Nuveen sees municipal opportunities for income-focused investors.
- Municipals recaptured roughly 200 basis points of performance relative to broader fixed income indices in the first half, according to the video.
- The municipal yield curve remains steep, with more than 80 basis points potentially available moving from the 10- to the 20-year part of the curve; Nuveen favors maturities of 20 years and longer.
- Credit divergence makes security selection essential, with affordable housing, water and sewer, and electric utilities named as clear winners.
- Select healthcare and higher education credits are described as offering attractive spread compensation.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction | 1 min | |
| First-half performance and strong demand | 1 min | |
| A steep municipal yield curve | 1 min | |
| Credit divergence and sector opportunities | 1 min |
Similar items
Same topic What Do the Midterm Results Mean for Rates? | WiWisdomTree |
 What Do the Midterm Results Mean for Rates? | BPBasis Points (WisdomTree) |
 This $1.5 Trillion Manager Expects More Fed Hikes. So Why Is He Still Bullish? | ERExcess Returns |
 3+1 Episode 27: Rick Rieder | BlBlackRock |
 Why Higher Rates Haven't Derailed Stocks or the U.S. Consumer | Market Insights for Advisors | FIFidelity Institutional |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.