Industry Insights: Exclusive Interviews

In this episode of Industry Insights: Exclusive Interviews, host Julie Miecamp introduces a timely conversation on municipal credit as the market reaches the halfway point of 2025.
Reporter Hoa Nguyen sits down with John Miller, Chief Investment Officer and Head of the Municipal Credit Team at First Eagle investments, to explore how investors are responding to tax policy uncertainty, April’s rate volatility, and shifting fund flows. They examine key sectors including senior living, charter schools, and state housing authorities, as well as the impact of ETF outflows, refunding rules, and the proposed increase to the SALT cap.
Drawing from more than thirty years in the market, Miller shares how institutional investors are thinking about credit risk, duration, and pricing power in a year that continues to evolve.
If you follow public finance or fixed income, this is a clear and focused look at what matters now.
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Hosted by Julie MiecampInterview by Hoa NguyenProduced by Tanya HubbardRecorded in New York Studio

Show Notes

In this episode of Industry Insights: Exclusive Interviews, host Julie Miecamp introduces a timely conversation on municipal credit as the market reaches the halfway point of 2025.
Reporter Hoa Nguyen sits down with John Miller, Chief Investment Officer and Head of the Municipal Credit Team at First Eagle investments, to explore how investors are responding to tax policy uncertainty, April’s rate volatility, and shifting fund flows. They examine key sectors including senior living, charter schools, and state housing authorities, as well as the impact of ETF outflows, refunding rules, and the proposed increase to the SALT cap.
Drawing from more than thirty years in the market, Miller shares how institutional investors are thinking about credit risk, duration, and pricing power in a year that continues to evolve.
If you follow public finance or fixed income, this is a clear and focused look at what matters now.
----more----
 
Hosted by Julie Miecamp
 Interview by Hoa Nguyen
 Produced by Tanya Hubbard
 Recorded in New York Studio

What is Industry Insights: Exclusive Interviews?

Industry Insights sits down with the people who run the firms that move the credit market. Private credit, CLOs, restructuring, munis and everything in between. Every episode brings a new guest and a new interviewer from across Octus, talking through what they're seeing, what's changing and where they think it all goes next.