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Morgan Stanley says longer Muni Bonds great opportunity

A key report from Morgan Stanley, titled "A Historic Dislocation: Opportunity at the Long End of the Municipal Curve," published on August 15, 2025, detailed the rationale behind their bullish stance. Despite the Bloomberg Municipal Bond Index showing negative returns year-to-date, the report highlighted a potential buying opportunity. The firm's analysis pointed to a "historic dislocation" and technical factors that, in their view, made long-term municipal bonds particularly attractive. They also noted a trend of institutional investors rotating out of corporate bonds and into municipals.

Heard a MS rep on CNBC World claim that even if you don’t need tax advantages, longer munis still good opportunity - he was pitching to Japanese clients.

Which muni bonds funds do you like? VETI, MUNI, NUVBX, FMBIX?

https://www.morganstanley.com/im/en-us/individual-investor/insights/articles/opportunity-at-the-long-end-of-the-municipal-curve.html

Comments


  • given self tax and wealth scenario...tax-free bonds (narrowly) escaped being targets for trump grift and chaos.
    consider active bond funds as managers selecting the economically best among thousands of american infrastructure projects, many of which are immune to (even supported by) local conservatives who dont need to rely on trump bribes or his mood.
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