Market Matters from New York Life Investment Management

There are now less than 75 days to the U.S. presidential and congressional elections. Lauren and Robert tackle three common myths related to elections and investing.

Tensions between the U.S. and China continue to build. So far, the tit-for-tat escalation has centered on political sanctions, threat of law, and company specific maneuvers. Looking ahead, the spat could turn ugly, weigh on technology stocks, and hinder an already fragile global economic recovery.

It’s no secret that policy support has been keeping this economy afloat. Now, all eyes are on Congress to extend its fiscal policy buffer against COVID-19. We expect a deal to materialize, but what it looks like – and how long it takes – has important implications for investors.

Multi-Asset Portfolio Manager Jon Swaney joins Lauren and Robert for a discussion on whether it’s time to “go global” in the equity sleeve of your portfolio. And if so, how?

This special episode of Market Matters explores all the ways that COVID has changed the world. The forces that have shaped our financial futures – the global tensions, the economic policies, the political ideas, the new technologies –are now being magnified.

This week, it’s all about tech. Are tech names too expensive? Is it too late to join the party? With five companies dominating the U.S. equity indices, these are key questions for investors. In this episode we explore the fundamentals that support tech valuations, as well as the potential risks to common investment strategies.

In this special episode of Market Matters, Lauren and Robert discuss another section of their outlook: portfolio allocations after COVID-19. It’s no secret investors face powerful crosscurrents; the strategists offer investment ideas for each shape of the recovery.

Dollar strength has seemed like a fact of life over the past several years. Now, the narrative is shifting to dollar weakness. Which will it be? And how does that impact companies, countries, and an investor portfolio?

In this special episode, Lauren and Robert highlight the team’s outlook for the second half of the year and beyond. With COVID-19, elections, and all kinds of uncertainty afoot, one thing is for sure about the next several months – it won’t be boring.

In the U.S., COVID-19 cases have surged. Elsewhere in the world, containing the virus could support stronger economic growth. How can these differences influence investment choices?