Market Matters from New York Life Investment Management

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Market Matters from New York Life Investment Management episodes

September 21, 2022 The Sticky, the Bad, and the Ugly: The August Inflation Story (September 19, 2022)
Lauren and Julia dig into the August inflation data: what drove the worrying print, and what it means for the Fed, economic growth, and investments.
14 min
September 12, 2022 Fixed Income: 3 Do’s and a Don’t with Steve Cianci (September 12, 2022)
Host Lauren Goodwin is joined by special guest Steve Cianci, co-head of Global Fixed Income at MacKay Shields, to discuss high-conviction investment ideas in fixed income for the end of the year.
19 min
September 07, 2022 What the Housing Slowdown Tells Us About the Economy (September 6, 2022)
Lauren and Julia provide an update on the housing market slowdown, and what that means for inflation and recession risks.
15 min
August 30, 2022 Reprising: What the U.S. Dollar’s Up To (August 29, 2022)
Lauren and Julia reprise their April episode on what’s driving incredible strength in the U.S. Dollar, and what this means for investments.
14 min
August 23, 2022 Equity Investing: Infrastructure with Dan Foley (August 22, 2022)
As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia are joined by Dan Foley, Portfolio Manager at CBRE Investment Management, to discuss opportunities in infrastructure equity investing.
16 min
August 16, 2022 Equity Investing: Growth Equities with Pat Burton (August 15, 2022)
As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia are joined by Pat Burton, Portfolio Manager at Winslow Capital Management, to discuss opportunities in growth equity investing.
15 min
August 09, 2022 Equity Investing: Value with Adam Illfelder (August 8, 2022)
As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia host Adam Illfelder of Wellington Management to discuss opportunities in value equities, continuing their August series of hosting equity portfolio managers from across the New York Life Investments platform.
15 min
August 02, 2022 Equity Investing: Real Estate with Jon Miniman (August 1, 2022)
As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia are joined by Jon Miniman, Portfolio Manager at CBRE Investment Management, to discuss opportunities in real estate equity investing.
23 min
July 26, 2022 Midyear Outlook: Finding Resilience in the Fed's Bear Market (July 25, 2022)
This week, Lauren and Julia tie together the themes presented in the Multi-Asset Solutions team's Midyear Economic and Investment Outlook: how to allocate for resilience?
13 min
July 18, 2022 Midyear Outlook: Is the U.S. headed for recession? (July 18, 2022)
This week, Lauren and Julia discuss one of the themes presented in the Multi-Asset Solutions team’s Midyear 2022 Economic and Investment Outlook: is the U.S. headed for recession?
13 min

About Market Matters from New York Life Investment Management

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The Global Market Strategy team brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at…