HALISTER1: Barclays Recommends Callable Municipal Bonds as Defensive Play

Barclays Recommends Callable Municipal Bonds as Defensive Play

(Bloomberg) -- Investors should consider callable municipal bonds due to their shorter effective duration relative to bullets, considering the Fed’s projected policy path, according to the Barclays municipal research team led by Mikhail Foux.
  • Callable munis exhibit a slightly lower duration and higher yield when compared to bullet bonds with similar ratings
    • Callables look attractive with segment’s YTW about 60 basis points higher than the non-callable sector and about 15 basis points higher than the overall muni index
  • Many callable bonds "are not efficiently called" and remain outstanding past their non-call period ends
To contact the reporter on this story: Justina Vasquez in New York at jvasquez57@bloomberg.net

Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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Mikhail Foux (Barclays PLC)

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