In this podcast, Lord Abbett Portfolio Manager Dan Solender examines the factors likely to drive municipal-bond market performance in the coming year.
Andy D’Souza: Welcome back to The Investment Conversation. I’m Andy D’Souza, partner and chief marketing officer here at Lord Abbett. As part of our 2025 investment outlook, we’re going to talk with our investment leaders about key themes for the markets in the coming year. In this podcast, our guest is Lord Abbett’s head of tax-free fixed income, Dan Solender, who’s also a partner of the firm. Dan, welcome to the show.
Dan Solender: Thank you. Great to be here.
D’Souza: It’s great to have you, Dan.
Let’s get right into it today. Want to cover a few different topics to follow up on our written outlook for 2025. Namely, wanted to go through sort of the backdrop as we enter into now, we are now in 2025. I also want to touch on fiscal policy, as this is something that’s very topical in the markets currently.
And then, looking ahead more about the challenges and opportunities, looking at things like credits, maturities, sectors, and industries. But if we take a step back and go back to the idea of where we are in ’25 in January looking ahead, let’s paint the landscape for the listener a little bit here across these four metrics.
Lord Abbett
By Andrew D. D’Souza, Daniel S. Solender
January 24, 2025