High-Quality Munis the 'Way to Go' in Virus Hit Market: Neuberger Berman's Iselin

The video discusses the impact of the pandemic on credit selection, emphasizing the importance of focusing on high-quality bonds. It highlights the attractive yields of high-quality municipal bonds (munis) compared to Treasuries, despite market volatility. The discussion also covers market repricing, investment strategies, and the risks associated with lower-quality bonds, particularly in the muni market. Retail sentiment is improving, with a global search for high-quality yield, making munis an appealing option for cautious investors.

How has the pandemic influenced the way investors approach the credit selection process?

What factors should investors consider when focusing on quality bonds in the current economic environment?

What are the implications of the current yields on 10-year high-quality munis for investors?

How does the risk of downgrades in the corporate bond market affect investor decisions?

In what ways can retail sentiment impact the muni market, according to the discussion?