Market Matters from New York Life Investment Management

Conversations with investors point to growing anxiety over the economic and market path ahead. The COVID-19 Delta variant is slowing the recovery, companies face disruptions and supply chain bottlenecks, the Fed is preparing to taper its asset purchase program, and tax increases loom. With asset prices boasting record levels, how will the markets hold up? Lauren and Robert provide four scenarios f...

With infrastructure spending on Congress’ agenda, government spending may be heading higher. What would a higher deficit and government debt level mean for long term growth and investment strategy? 

Through the American Jobs Plan and American Family Plan, the Biden Administration have put forward ideas for sizable government spending on physical and human infrastructure, financed in part by higher taxes on companies and households. This week’s episode focuses on the infrastructure part: what can investors expect moving forward?  **This episode is a replay from May 3, 2021, with highly relevan...

As summer comes to a close, investors are wary of growing risks for the fall. How can investors position their portfolios when higher volatility is expected? 

What’s in the Infrastructure Investment and Jobs Act, and what are its challenges on the horizon? How does it impact investments? Listen in as Lauren and Robert discuss the new infrastructure bill.

Consumer prices ex-food and energy rose 4.3% versus July of 2020. Will these increases prove to be temporary?

Once again, we asked listeners to submit questions on what matters most to them. This week, Lauren and Robert answer top listener questions.

Valuations were high before the pandemic hit and now… they’re high again. Where should investors go next? In this episode, Lauren and Robert explore why so many institutional investors have moved into private markets, and what we can learn from investors on the ground there. 

In this episode, Lauren and Robert explore what inflation means for investment opportunities. Special guest Michael DePalma joins to share his research on the topic.

Economic growth is surging, but the reflation trade has taken a pause. Why is that, and should investors consider a different approach?

Summer 2021 is shaping up to be the “hot vax summer” we called for, but will that economic party come with a nasty hangover? Here’s our best guess at four high conviction investment ideas.

Welcome to the second half of 2021. In this week’s episode, Lauren and Robert share priority themes ahead.

Most have retirement dreams, but what about retirement investment plans? 

Cryptocurrencies and digital assets have caught headlines both for their price gains and their volatility. Why is crypto so popular, and how do you invest?

Thematic investing is on the rise as investors identify the trends, themes, and developments that matter most to them. But how do you actually implement those themes into your portfolio?

Lauren and Robert asked for listener questions, and the audience stepped up. This week’s episode spotlights what matters most to our audience.

Inflation data, business surveys, and our latest trips to the grocery store suggest that prices are moving higher. Are those price pressures here to stay? Lauren and Robert discuss inflation trends with MacKay Shields’ Senior Macroeconomist, Steven Friedman.

In this week’s episode, Lauren and Robert discuss the implications of the Biden Administration’s tax proposals for the economy and markets. Higher taxes could have important implications for investors’ individual financial goals and for their investment mix. But every case is different. How should investors consider their own circumstances and the market as a whole? 

Corporate profits are soaring, but can it last? This week’s episode focuses on what exactly is driving corporate profitability, and why some trends behind the earnings boom and stock market surge might change.

Through the American Jobs Plan and American Family Plan, the Biden Administration have put forward ideas for sizable government spending on physical and human infrastructure, financed in part by higher taxes on companies and households. This week’s episode focuses on the infrastructure part: what can investors expect moving forward?

This bull market is young, but it has traveled a long way. In their spring Market and Economic outlook Lauren and Robert describe the possible road ahead for the economy and investments.

Commodities have been thriving as the economy reopens. What drives a successful commodities strategy in investment portfolios? 

How are investors preparing for a more sustainable future with ESG investment strategies and themes? Advisor Consultant Amanda Chomyszak of New York Life Investments joins Market Matters to explain what she is seeing as demand for sustainable investments surges.

Are your retirement investments allocated efficiently? See why adding non-core fixed income might help investors achieve their long-term goals.

Stimulus checks are making their way to household bank accounts. What does this and other aspects of the American Recovery Act mean for markets?