Market Matters from New York Life Investment Management

Tuesday is election day, and for investors the results feel high stakes. Lauren and Robert share the strategies that investors can rely on no matter the electoral outcome.

Growth stocks have vastly outperformed value stocks for the past year… and the last cycle. But with so many changes afoot, could it be time to add value-oriented stocks back to a portfolio?

How might the regulatory environment change if the political environment does?

Lauren and Robert dive into a space previously unexplored on the podcast – venture capital. Along with special guest Joel Albarella, Head of New York Life Ventures, our hosts identify what makes venture capital different, and how companies are adapting to a pandemic-driven world.

Joe Biden’s electoral ticket has outlined several important changes to the tax code. Taxes matter for company profits and household finances, and investors have taken notice. How can investors put these potentially major changes into context?

With Presidential debates starting this week, Lauren and Robert share four potential policy ideas and four investments at stake in this election.

Events in 2020 have highlighted the importance of monitoring company’s business practices beyond just their ability to generate profit. What are ESG factors? And how are investors incorporating these metrics to build more sustainable portfolios?

In the midst of the pandemic, investors debated the shape of the economic recovery (V, L, U, W etc.) – an alphabet soup of options. We argued that the recovery would likely be K-shaped and proposed a blend of investments to capitalize on an environment where some companies thrive, and other companies struggle to survive. In this episode, special guest, Amit Soni, Portfolio Manager, joins the program to discuss his K-shaped portfolio. 

The “Great Shutdown” recession is likely already over, but the economy is performing at a far lower level than it was before the pandemic struck. Where does that leave us? Do the markets care? 

The S&P 500 index passed its pre-pandemic record high, marking the second-fastest bear market recovery in history. What can investors expect next?