Market Matters from New York Life Investment Management

Is inflation on the way? Lauren and Robert discuss the drivers of higher prices and how the Federal Reserve will – or will not – react to inflationary pressures this year. They are joined by fixed income expert Adam Schrier, who describes an investment idea he calls “defending against duration.”

Last year, we witnessed remarkable performance from big tech companies. Lauren and Robert look back at what drove tech higher in 2020 and discuss the outsized risks for the tech sector in 2021.  

New year, same complex financial markets. Lauren and Robert take stock of the year that was, and the themes shaping the economy and financial markets in 2021.  

In their final podcast of the year, Lauren and Robert discuss the holiday cheer for stocks.

The period after the 1918 Spanish Flu pandemic brought us the roaring 20s, a period of economic prosperity. Lauren and Robert assess whether we’re in for a second round.

2020 has been a wild year, but will the next one be any calmer? Here’s our best guess at ‘what matters’ in 2021.

Lauren and Robert identify what’s most important to monitor from now until the end of the year, plus a few fun facts about the economics of Thanksgiving.  

Interest rates are going to be lower for longer, so we invite special guest, Kenneth Sommer, head of investment grade portfolio management, to help listeners navigate the fixed income environment.

As attention shifts from the election back to the economy, how might markets respond?

The election result is uncertain, and investors are positioning for a divided government.