James (JT) Thompson of Aquila Group of Funds was featured on Asset TV’s Muni Bond News, providing current perspectives on the municipal bond market. In this insightful interview, JT reflects on the first half of 2022 and addresses the key factors driving municipal bonds. Gain first-hand views on important considerations for market participants, including:
- Compelling relative yields and price valuations
- Attractive, reliable source of tax-exempt income
- Potential opportunities to help maximize risk-adjusted returns
- The benefit of active, locally-based portfolio management
James Thompson is Lead Portfolio Manager of Aquila Tax-Free Fund For Utah, and Co-Portfolio Manager of Aquila Tax-Free Trust of Arizona and Aquila Churchill Tax-Free Fund of Kentucky.
This presentation is provided for informational purposes only. The information is general in nature and is not intended to provide investment, accounting, tax or legal advice. It is not intended to represent a recommendation or solicitation related to any particular investment, security or industry sector. The opinions shared are those of the portfolio manager and do not necessarily reflect those of the Investment Adviser of the Fund.
Mutual fund investing involves risk; loss of principal is possible. Investments in bonds may decline in value due to rising interest rates, a real or perceived decline in credit quality of the issuer, borrower, counterparty, or collateral, adverse tax or legislative changes, court decisions, market or economic conditions. State-specific fund performance could be more volatile than that of funds with greater geographic diversification.
Before investing in any mutual fund offered by Aquila Group of Funds, carefully consider the investment objectives, risks, charges, expenses, and other information found in the Fund’s prospectus. The prospectus is available here, from your financial advisor, and by calling Aquila Group of Funds at 800-437-1020.