Market Matters from New York Life Investment Management

The S&P 500 index passed its pre-pandemic record high, marking the second-fastest bear market recovery in history. What can investors expect next?

There are now less than 75 days to the U.S. presidential and congressional elections. Lauren and Robert tackle three common myths related to elections and investing.

Tensions between the U.S. and China continue to build. So far, the tit-for-tat escalation has centered on political sanctions, threat of law, and company specific maneuvers. Looking ahead, the spat could turn ugly, weigh on technology stocks, and hinder an already fragile global economic recovery.

It’s no secret that policy support has been keeping this economy afloat. Now, all eyes are on Congress to extend its fiscal policy buffer against COVID-19. We expect a deal to materialize, but what it looks like – and how long it takes – has important implications for investors.

Multi-Asset Portfolio Manager Jon Swaney joins Lauren and Robert for a discussion on whether it’s time to “go global” in the equity sleeve of your portfolio. And if so, how?

This special episode of Market Matters explores all the ways that COVID has changed the world. The forces that have shaped our financial futures – the global tensions, the economic policies, the political ideas, the new technologies –are now being magnified.

This week, it’s all about tech. Are tech names too expensive? Is it too late to join the party? With five companies dominating the U.S. equity indices, these are key questions for investors. In this episode we explore the fundamentals that support tech valuations, as well as the potential risks to common investment strategies.

In this special episode of Market Matters, Lauren and Robert discuss another section of their outlook: portfolio allocations after COVID-19. It’s no secret investors face powerful crosscurrents; the strategists offer investment ideas for each shape of the recovery.

Dollar strength has seemed like a fact of life over the past several years. Now, the narrative is shifting to dollar weakness. Which will it be? And how does that impact companies, countries, and an investor portfolio?

In this special episode, Lauren and Robert highlight the team’s outlook for the second half of the year and beyond. With COVID-19, elections, and all kinds of uncertainty afoot, one thing is for sure about the next several months – it won’t be boring.

In the U.S., COVID-19 cases have surged. Elsewhere in the world, containing the virus could support stronger economic growth. How can these differences influence investment choices?  

Robert and Lauren share their favorite ideas from the Multi-Asset midyear outlook.

We’re wrapping up our midyear outlook and preparing some special topics with special guests. In the meantime, check out one of our first episodes describing what factors we include in our investment process.  

Stocks have moved up, and small caps among them. Should investors buy in? This week, Lauren and Robert describe the pros and cons of small cap equities in a volatile investing environment.

Even accounting for market volatility last week, financial markets have staged an impressive rally from their March 23rd low. Some of that made sense to us, but a rotation towards the heaviest covid-impacted sectors of the economy had us scratching our heads. In this week’s episode, we discuss how to differentiate between optimism and exuberance in a highly uncertain environment.

Interest rates are so low that their next move is likely to be higher, right? Not so fast. This week, we discuss the path of interest rates and what it means for interest rate risk, or duration, in a portfolio. 

In this week’s episode, we discuss rising tensions between the U.S. and China. How could tensions evolve? How does that impact an emerging markets investment strategy?

In this week’s episode, we discuss how Main Street companies are reacting to the Fed’s support of corporate debt markets. The result? Record-breaking issuance. Lauren and Robert share their view of what’s going on, and what it means for debt investors.

Last week, the Fed started buying bond ETFs, and talked a lot about negative interest rates. We discuss what the market is getting right… or not so right… about these policies, and what it means for a multi-asset portfolio. 

You know the old adage ‘Sell in May and go away?’ In this week's episode, Lauren and Robert discuss whether that strategy tends to work, and other tactics equity investors can use during a volatile summer.

Many investors rely on dividends to generate income to their portfolio. How do you rescue your investment strategy when dividends get cut?

Last week, oil prices went negative for the first time. Lauren and Robert discuss what that means – or doesn’t mean – for the energy sector, as well as a diversified investment portfolio.

The Fed’s latest policy move crossed some lines… or did it? This episode explores the Fed’s crisis policy and consequences for the future of investing.

How has the 60/40 portfolio fared amid all this market volatility? Is it still a valuable tool? Today, Lauren and Robert take a deep dive into this popular investment strategy.

We asked for your questions, and we got a lot of them! This week, we’ll answer listeners’ inquiries about COVID-19 and the impact to investor portfolios.