Market Matters from New York Life Investment Management

Robert and Lauren share their favorite ideas from the Multi-Asset midyear outlook.

We’re wrapping up our midyear outlook and preparing some special topics with special guests. In the meantime, check out one of our first episodes describing what factors we include in our investment process.  

Stocks have moved up, and small caps among them. Should investors buy in? This week, Lauren and Robert describe the pros and cons of small cap equities in a volatile investing environment.

Even accounting for market volatility last week, financial markets have staged an impressive rally from their March 23rd low. Some of that made sense to us, but a rotation towards the heaviest covid-impacted sectors of the economy had us scratching our heads. In this week’s episode, we discuss how to differentiate between optimism and exuberance in a highly uncertain environment.

Interest rates are so low that their next move is likely to be higher, right? Not so fast. This week, we discuss the path of interest rates and what it means for interest rate risk, or duration, in a portfolio. 

In this week’s episode, we discuss rising tensions between the U.S. and China. How could tensions evolve? How does that impact an emerging markets investment strategy?

In this week’s episode, we discuss how Main Street companies are reacting to the Fed’s support of corporate debt markets. The result? Record-breaking issuance. Lauren and Robert share their view of what’s going on, and what it means for debt investors.

Last week, the Fed started buying bond ETFs, and talked a lot about negative interest rates. We discuss what the market is getting right… or not so right… about these policies, and what it means for a multi-asset portfolio. 

You know the old adage ‘Sell in May and go away?’ In this week's episode, Lauren and Robert discuss whether that strategy tends to work, and other tactics equity investors can use during a volatile summer.

Many investors rely on dividends to generate income to their portfolio. How do you rescue your investment strategy when dividends get cut?