2026 Municipals Outlook

January 29, 2026

In our latest 2026 Municipals Outlook webinar, Pat Luby and Wilson Lees break down key drivers shaping munis in the year ahead from record issuance and net supply to rate volatility, curve positioning, and sector‑level opportunities.

Watch on YouTube:

Speakers:

Pat Luby, Head of Municipal Strategy, CreditSights
Wilson Lees, Research Credit Analyst, CreditSights

Timestamps:

00:00 – Introduction
02:34 – 2025 Review & 2026 Supply Outlook
09:16 – Portfolio Concerns & Return Scenarios
17:10 – Muni Valuations & After-Tax Yields
26:16 – Sector Outlook & Poll Results
31:32 – Airport Sector Analysis
36:22 – Higher Education Sector Headwinds
47:16 – State & Local Government Trends
52:14 – Curve Positioning Strategy
54:40 – Q&A & Closing Remarks

Related Resources:

Muni Outlook for 2026: The 2026 muni outlook highlights record supply, shifting demand, sector‑specific risks, and modest positive returns amid evolving curve and ETF dynamics. https://know.creditsights.com/insight…

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