Market Matters from New York Life Investment Management

Lauren and multi-asset portfolio strategist Julia Hermann present their Q2 outlook, and argue that it’s economic growth, not inflation, that matters most for asset allocation.

Lauren and multi-asset portfolio strategist Julia Hermann discuss market expectations for inflation and interest rates – and how to invest if they are peaking. 

Back to the growth vs value debate: Lauren and Multi-Asset portfolio strategist Julia Hermann discuss how to position amid late-cycle market dynamics. 

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.