Market Matters from New York Life Investment Management

As uncertainty about recession, inflation, and interest rates has increased, asset allocation decisions have become more difficult for many investors. But there are always opportunities, even as macro and market gears shift. The full multi-asset team at New York Life Investments joins this episode to present part 1 of their Q4 Outlook. Lauren Goodwin, Julia Hermann, and Michael LoGalbo identify and answer four key questions standing in the path of investors in the last quarter of the year.  

In their Financial Futures special series, Lauren Goodwin and Julia Hermann host leaders from across New York Life to discuss approaches that help listeners prepare and pursue their financial futures their financial futures. This week, Lauren and Julia host Jose Barros, Chief Operating Officer of U.S. Distribution at New York Life Investments, to discuss how outcomes-based investing can refresh and investors’ approach to setting goals. 

In their Financial Futures special series, Lauren Goodwin and Julia Hermann host leaders from across New York Life to discuss approaches that help listeners prepare and pursue their financial futures. This week, Lauren and Julia host Todd Taylor, Head of Retail Annuities at New York Life, to explore how investors use annuities as a part of a balanced set of financial tools. 

In their Financial Futures special series, Lauren Goodwin and Julia Hermann host leaders from across New York Life to discuss approaches that help listeners prepare and pursue their financial futures. This week, Lauren and Julia kick off this series with special guest Amanda Kuhl, Head of Purchase Experience and previous Head of Life Products at New York Life, to dive into the role of life insurance in holistic financial health and achieving financial goals. 

The BRICS (Brazil, Russia, India, China, South Africa) countries meet for a summit this week, prompting renewed questions about Dollar influence. Lauren Goodwin and Julia Hermann reprise their April episode discussing what exactly it takes for a country to build a reserve currency, and why they do not see the Chinese Renminbi as a credible competitor to the Dollar on a multi-decade timeline. 

In the wake of July’s inflation data, the disinflation process seems well intact. Does inflation need to be at the forefront of investors’ minds anymore? Lauren Goodwin and Julia Hermann explore scenarios for the path of inflation over the next year, and what an inflation surprise – to the upside or downside – might mean for the markets. 

Yields have moved meaningfully higher in the last week, but it’s not all because of the U.S. credit rating downgrade. This week, Lauren Goodwin and Julia Hermann discuss not just what the downgrade implies for U.S. economic health, but also how Treasury issuance and a decision by the Bank of Japan are pressuring financing costs higher. 

Ongoing strikes, scheduled strikes, and high-stakes labor negotiations have swept headlines.  Do they affect the big picture? Lauren Goodwin and Julia Hermann huddle to shed light on why this wave of labor negotiations has occurred, how it might impact economic outcomes in the next few months, and options for investors. 

Lauren Goodwin and Julia Hermann welcome special guest Steve Friedman of MacKay Shields to debate the path of economic growth ahead. Can a “no landing” upside scenario for economic growth emerge – and what does that mean for inflation? 

It’s the early days of the era of generative artificial intelligence (AI). Lauren Goodwin, Julia Hermann, and Michael LoGalbo discuss how their team is framing the potential impacts on AI on the investment landscape, whether we are in a bubble, and actionable investment considerations.