Market Matters from New York Life Investment Management

How are investors preparing for a more sustainable future with ESG investment strategies and themes? Advisor Consultant Amanda Chomyszak of New York Life Investments joins Market Matters to explain what she is seeing as demand for sustainable investments surges.

Are your retirement investments allocated efficiently? See why adding non-core fixed income might help investors achieve their long-term goals.

Stimulus checks are making their way to household bank accounts. What does this and other aspects of the American Recovery Act mean for markets? 

Emerging markets are often considered a “high beta” strategy – one that does well when global growth is improving and investors are willing to take on more risk. Will that be the case in this cycle? Emerging markets and macro strategist Julia Hermann of Cartica Management joins the Market Matters podcast to explain. 

The bond market is spooking investors. Lauren and Robert dig into the seemingly scary move higher in interest rates. 

The U.S. has had a wild winter, but it’s not just weather events piquing investor interest. Recent Fed speeches and government policies point to an increasing focus on climate change, with some investment impacts you’d expect… and some that may surprise you. 

The reflation trade has a lot of investors positioning for value stocks outperformance. In this week’s episode, Lauren and Robert, take a deep dive into the components of the reflation trade with a timely debate on “value versus growth” investing.

Razor thin margins in the House and Senate mean that Biden will not have full reign to pursue the more expansive aspects of his campaign. Still, we expect major changes in the next four years. In this week’s episode, Lauren and Robert identify seven themes the administration is already following, and seven investment ideas to match. 

“Lower for longer” interest rates are here to stay, reducing both current income and future returns. What’s an investor to do? Lauren and Robert make the case for a multi-asset approach to generating income, and offer several allocation ideas. 

Retail investors are taking some bets that look a lot like gambling. Lauren and Robert take a step back to discuss tactical allocation and stock picking – is it a winning strategy or a fool’s game?