Market Matters from New York Life Investment Management

What’s next for the U.S. Dollar? Lauren and Multi-Asset portfolio strategist Julia Hermann discuss what is driving the U.S. Dollar, and what this means for investments. 

Inflation appears to be here to stay. CIO of IndexIQ Sal Bruno joins Lauren to discuss inflation’s multi-faceted impact to portfolios, and how to balance them in a portfolio. 

Uncertainty over the Russia-Ukraine crisis drives uncertainty in the energy sector.  In this week’s episode, Lauren shares where energy prices might go from here, and how to invest. 

It’s women’s history month. Lauren explores the key challenges women face in investing with Jen Tarsney, the head of the Advisor Advancement Institute, which supports financial professionals in developing more meaningful relationships with women clients.  

Rising inflation, a soon-to-be-tightening Fed, and throw in a little geopolitical uncertainty. What does it mean for global bond markets? Special Guest Steve Cianci, co-head of Global Fixed Income at MacKay Shields, shares high conviction investment ideas for this uncertain period.

Russia has invaded Ukraine. This week, geopolitics expert John Sitiledes joins the podcast to provide his analysis of the situation on the ground and implications for international relations and the world order. Lauren follows up with how to manage these risks in a portfolio. 

Moving forward, you can expect the same great investment ideas from New York Life Investments, curated by our Multi Asset Solutions team, including your host Lauren Goodwin. We’ve brought some of the best and brightest minds in portfolio strategy onto our team in recent months. You’ll hear from them, from Lauren, and from our guests each week.

In Robert’s final episode of Market Matters (don’t worry – the rest of the crew remains!), the strategist shares his top insights from his time on the Multi-Asset Solutions team. How can we all become better investors? 

In recent years, climate change has become a pressing issue for some policymakers and companies. But will environmental mandates go mainstream? 

The Fed has all but promised to raise interest rates in March and start reducing the size of its balance sheet thereafter. That has major implications for bond markets and duration-sensitive assets of all kinds. In this episode, Robert and Lauren discuss how diversifying a bond portfolio can help investors prepare for a rising interest rate environment. 

2021 was a better-than-average year on many fronts. Stock market returns, economic growth, policy stimulus and inflation all ran hot while volatility was historically cool. What is breaking that positive trend in 2022?

Lauren and Robert discuss why investors are still talking about inflation. What does it mean for investments, the markets, and the Fed?  

Take a step back from the ebb and flow of market news and consider some big picture questions. In this episode, Lauren and Robert ponder five “fault lines” for the economy and markets, which they expect to develop over the course of 2022.

Inflation, uncertainty, and new rules of doing business. Lauren and Robert discuss how these themes will shape the economy and markets in 2022, and how they can be summarized into an effective investment strategy. 

After a record inflation print and changes in Fed policy, fixed income investors have a lot to look out for.  Stephen Cianci, co-head of MacKay Shields Global Fixed Income joins Lauren and Robert to discuss high conviction investment ideas for 2022. 

New year, new investment themes. Lauren and Robert share their 2022 economic and market outlook. 

The stock market is up roughly 25% so far this year, and the path has been remarkably straight – with just one 5% dip along the way. Enter the Omicron variant… is this a buying opportunity? Or proof that the market has been too good to last? 

The Infrastructure Investment and  Jobs Act passed the House on November 5th at $1.2 trillion. How can investors capitalize on this new trend in government spending?

The Fed’s taper announcement came and went with little fanfare. Despite the market stability, there are signs that investors don’t believe what the Fed is telling them. In this episode, Lauren and Robert describe that tension, and what’s next for rates? 

Recent market volatility has caused a rollercoaster of emotions for investors. But there’s more to market sentiment than bull vs. bear. This week on Market Matters, Robert and guest co-host Eunbie discuss market sentiment: how can an investor use it, and how do managers use it in tactical asset allocation?

U.S.-China tensions have been on the rise for years, with a recent escalation over Taiwan. Investors talk a lot about geopolitical risks like this, but how do they incorporate that discussion into portfolio decision making? Lauren and special co-host Eunbie Coe give us the inside scoop. 

What does the broader climate transition mean for inflation and markets? Following a discussion on the recent energy crisis, this week Lauren and Robert discuss the structural, long-term ways that energy-related price crunches might impact the economy.

High energy demand and new energy policies are contributing to a global energy crunch, and increasing concerns about prices. Will yet more price increases mean inflation is not “transitory” after all? This week, Lauren and Robert discuss the causes of the energy crisis, and how it might impact the U.S. economy.

Investors have been flooded with information about environmental, social, and governance (ESG) investing, and there are an increasing number of ESG products on the market. How can an investor distinguish between these funds? How should they invest? In this week’s episode, special guest Amit Soni, portfolio manager on New York Life Investments’ Multi-Asset Solutions team, shares some ideas on how i...

Developments in China’s property market have prompted volatility in recent weeks. Lauren and Robert examine Evergrande’s impact to China’s and the world economy, and what it means for the average investor.