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March 12, 2026
Quoted Yield vs. Real Yield: What Muni Investors Actually Earn
Quoted current yield may differ significantly from an investor’s realized yield, and evaluating yield-to-worst and total return can provide a more comprehensive view of potential investment outcomes.
4 MIN VIDEO
September 30, 2025
Q3 2025 NY Muni Fund Update
Portfolio Manager Mike Perilli and Analyst Jack Muller provide insight into positioning for our NY Muni fund and current market landscape.
13 MIN VIDEO
July 31, 2025
The Missing Core: Why Taxable Munis Should be a Strategic Allocation - Part 2
MacKay Shields provides insights into the strategic value of taxable municipal bonds as integral to core fixed-income portfolios.
4 MIN VIDEO
July 31, 2025
The Missing Core: Why Taxable Munis Should be a Strategic Allocation - Part 1
MacKay Shields provides insights into the strategic value of taxable municipal bonds as integral to core fixed-income portfolios.
3 MIN VIDEO
May 15, 2025
Finding Value in a Shifting Muni Market
Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, shares insights from our webcast: Navigating Complex Bond Markets
7 MIN VIDEO
April 9, 2025
Municipal Bond Market Update: Key Performance Drivers
Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, shares timely insights on the municipal bond market
26 MIN VIDEO
18 wheeler semi truck aerial view
February 5, 2025
Consider MSTIX Amid Declining Money Market Yields
As money market yields decline, tax-equivalent yields from short-term muni funds could be considered an attractive alternative
2 MIN READ
June 3, 2021
Keep More of What You Earn with Municipal Bonds
Municipal bonds played a vital role in building this country. Imagine what they can do for your income portfolio
2 MIN VIDEO

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Investing involves risk, including possible loss of principal.



Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the investment company. This and other important information are contained in the prospectus and, if available, the summary prospectus, which may be obtained by visiting https://dfinview.com/NYLIM or by contacting your financial professional. Investors should read the prospectus and, if available, the summary prospectus carefully before investing.



The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.



Securities distributed by NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, Member FINRA/SIPC.



“New York Life Investment Management” is both a service mark and the common trade name of the following investment advisors affiliated with New York Life Insurance Company: Andera Partners, Apogem Capital LLC, Ausbil Investment Management Limited , Bow River Advisers, LLC. Candriam S.C.A., Kartesia Management S.à r.l., MacKay Shields LLC , New York Life Investment Management LLC, NYL Investors LLC, and Tristan Capital Partners LLP.



Assets under management (AUM) includes assets of the investment advisors that make up “New York Life Investment Management” as of 3/31/2026. AUM includes certain assets, such as nondiscretionary AUM, external fund selection, and overlay services, including ESG screening services, advisory consulting services, white labeling services, and model portfolio delivery services, that are not necessarily considered Regulatory Assets Under Management according to the SEC’s Form ADV. AUM is reported in USD. AUM not denominated in USD is converted at the spot rate as of 3/31/2026.



The total AUM figure for “New York Life Investment Management,” as a brand, is less than the sum of the AUM of each affiliated investment advisor in the group because it does not count AUM where the same assets can be counted by more than one affiliated investment advisor. In addition, AUM includes assets of certain, but not all, investment advisors affiliated with New York Life Insurance Company and excludes assets managed by Andera Partners and Bow River Advisers, LLC. AUM is based on estimates and is subject to change.

Investment products are not guaranteed, are not obligations of, or backed by, New York Life Insurance Company. References to the financial strength or credit ratings of New York Life Insurance Company apply solely to its insurance and annuity products. 



New York Life Insurance Company (“New York Life”) or its affiliates may invest in certain strategies or vehicles managed by its affiliated investment advisers. Such investments do not occur in all strategies or products, and the amount, timing, and terms of any New York Life investment may differ from those applicable to clients. The existence of such investments does not imply identical investment terms, allocation priority, risk exposure, or investment outcomes. New York Life does not guarantee the performance of any strategy or client investment. All investments involve risk, including the possible loss of principal.

The mutual funds may be offered and sold only to persons in the United States.

The products and services of New York Life Investment Management’s boutiques are not available in all jurisdictions or regions where such provision would be contrary to local laws or regulations.



New York Life Investment Management, its affiliated investment advisors, and their respective employees do not provide tax, legal, or accounting advice. The information provided on this website is for informational purposes only and should not be relied upon as tax, legal, or accounting advice. You should consult your own qualified tax, legal, and accounting professionals regarding your individual circumstances before making any financial decisions.


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