Market Matters from New York Life Investment Management

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Market Matters from New York Life Investment Management episodes

July 12, 2022 Midyear Outlook: When Will the Market Pain Stop? (July 11, 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: when will the market pain stop?

11 min
July 06, 2022 Fed's on the Move: Opportunities in Munis with Mike Denlinger
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the impact of rising rates on fixed income investment opportunities. This week, Lauren and Julia are joined by Mike Denlinger, Director and Portfolio Manager at MacKay Shields, to discuss opportunities in municipal bonds, or munis.
13 min
June 28, 2022 Fed’s on the Move: Opportunities in Floating Rate with Art Torrey (June 27, 2022)
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the impact of rising rates on fixed income investment opportunities. This week, Lauren and Julia are joined by Art Torrey, Head of the High Yield Credit Group at New York Life Investors, to discuss opportunities in floating rate strategies.
17 min
June 20, 2022 Fed’s on the Move: Opportunities in High Yield with Nate Hudson (June 20, 2022)
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the impact of rising rates on fixed income investment opportunities. This week, Lauren is joined by Nate Hudson, Portfolio Manager at MacKay Shields, to discuss opportunities in high yield.
12 min
June 14, 2022 Energy is Changing the Market Landscape (June 13, 2022)
May’s inflation figures surprised to the upside, and energy was a main culprit. And looking ahead, with Europe limiting its purchases of Russian oil and gas, higher global prices are all but guaranteed. Lauren and Julia unpack this dynamic for the real economy, and how investors can adapt.
11 min
June 07, 2022 Checking in on the U.S. Consumer (June 6, 2022)
Lauren and Julia are joined by Multi-Asset Solutions Chief Economist Poul Kristensen to discuss the forces pulling on U.S. consumers. How long can this major engine of the U.S. economy be resilient to higher prices and uncertainty?
16 min
May 31, 2022 Emerging Markets: Time To Buy? (May 31, 2022)
Lauren and Julia provide an update on Emerging Markets equities, and discuss when a buying opportunity might emerge.
10 min
May 24, 2022Anchoring Amid Market Volatility (May 23, 2022)
Lauren and Julia discuss the causes and asset allocation implications of recent – and remarkable – market volatility.
11 min
May 16, 2022 The Earnings Side of the Story (May 16, 2022)
Lauren and Julia tie together the choices companies can make in today’s high-inflation environment with conclusions from the Q1 2022 equity earnings season.
12 min
May 10, 2022 The Fed, Yields, and Fixed Income Ideas with Steve Cianci (May 10, 2022)
Lauren and Julia are joined by special guest Steve Cianci, co-head of Global Fixed Income at MacKay Shields, to discuss high-conviction investment ideas in fixed income following the Federal Reserve’s May meeting.
19 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…