Market Matters from New York Life Investment Management

Most have retirement dreams, but what about retirement investment plans? 

Cryptocurrencies and digital assets have caught headlines both for their price gains and their volatility. Why is crypto so popular, and how do you invest?

Thematic investing is on the rise as investors identify the trends, themes, and developments that matter most to them. But how do you actually implement those themes into your portfolio?

Lauren and Robert asked for listener questions, and the audience stepped up. This week’s episode spotlights what matters most to our audience.

Inflation data, business surveys, and our latest trips to the grocery store suggest that prices are moving higher. Are those price pressures here to stay? Lauren and Robert discuss inflation trends with MacKay Shields’ Senior Macroeconomist, Steven Friedman.

In this week’s episode, Lauren and Robert discuss the implications of the Biden Administration’s tax proposals for the economy and markets. Higher taxes could have important implications for investors’ individual financial goals and for their investment mix. But every case is different. How should investors consider their own circumstances and the market as a whole? 

Corporate profits are soaring, but can it last? This week’s episode focuses on what exactly is driving corporate profitability, and why some trends behind the earnings boom and stock market surge might change.

Through the American Jobs Plan and American Family Plan, the Biden Administration have put forward ideas for sizable government spending on physical and human infrastructure, financed in part by higher taxes on companies and households. This week’s episode focuses on the infrastructure part: what can investors expect moving forward?

This bull market is young, but it has traveled a long way. In their spring Market and Economic outlook Lauren and Robert describe the possible road ahead for the economy and investments.

Commodities have been thriving as the economy reopens. What drives a successful commodities strategy in investment portfolios?