Category: Market & Economic Outlook

Municipal Bond Funds

The Resiliency of Municipal Bonds

Throughout their history, municipal bonds have generally been viewed as a conservative investment choice for

December 31, 2022

Municipal Bond Funds

Municipal Bond Market Update from Aquila

Changing Market Cycles: Adding Context and Perspective An increase in interest rates that had been

December 21, 2022

Press Room

The Lowdown on High-Yield Bonds

David Schiffman, Lead Portfolio Manager of Aquila High Income Fund, was a featured guest on

July 20, 2022

Market & Economic Outlook

Mid-Year Municipal Bond Market Update

James (JT) Thompson of Aquila Group of Funds was featured on Asset TV’s Muni Bond

July 15, 2022

Market & Economic Outlook

Managing Duration Amid Rising Interest Rates

As the Federal Reserve (“the Fed”) continues its trek to tamper down historically high inflation

July 15, 2022

Market & Economic Outlook

Identifying Strong Business Models: How Moats Protect Companies from Competition

Mutual fund managers evaluate many characteristics of potential investment opportunities. The investment team at Aquila

June 24, 2022

Municipal Bond Funds

Understanding De Minimis as it Relates to Municipal Bonds

The primary benefits offered by municipal bonds are generally well known to investors. Chief among

June 15, 2022

Aquila Tax-Free Trust of Oregon

Oregon’s Bond Measure Results: May 2022 Primary Election

In unofficial election results, Oregon residents approved over $800 million of general obligation municipal bonds

May 26, 2022

Market & Economic Outlook

Pedro Marcal Featured on Asset TV’s Mid-Cap Masterclass

Pedro Marcal, Director of Equities and High Yield, Lead Portfolio Manager of Aquila Opportunity Growth

May 9, 2022

Market & Economic Outlook

A Shift in Federal Monetary Policy: Assessing the Road Ahead

As the economy continues to recover from the pandemic-driven recession, focus has turned to the

April 12, 2022