Market Matters from New York Life Investments

Market Matters from New York Life Investments

Host Lauren Goodwin brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.

Episodes

November 21, 2022 13 min

The midterm elections have come and gone, but leave lasting implications for policy. Lauren Goodwin and Julia Hermann host special guests Whytne Brooks and Jennifer Taft from New York Life’s Office of Governmental Affairs to discuss the election results and policy shifts that might affect investments going forward.  

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Lauren and Julia host special guest Frances Lewis, Senior Managing Director and Portfolio Manager at MacKay Municipal Managers, to discuss all things municipal bonds (munis): how the outflow cycle contrasts with fundamentals, what the midterm elections mean for opportunities in munis, and the path forward. 

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Third quarter earnings season is coming to a close, and results have been just as mixed as this economy feels. This week on the podcast, host Lauren Goodwin and special guest Michael LoGalbo look under the hood to assess winners and losers, and how investors can position accordingly. 

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Economic activity came in strong in the third quarter – so why does it feel like the U.S. economy is already in recession? Lauren Goodwin and Julia Hermann discuss the economic growth outlook and their preferred investment strategies for the mixed macro environment. 

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Market volatility has been rampant, but the lowest-volatility investment solutions can be a drag on total return when inflation is high. Where can investors turn? Lauren and Julia discuss why even amid the latest wave of market volatility, it’s critical for investors to remain in the market.  

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Julia Hermann hosts special guest Eunie Popp, Head of U.S. Sustainable Investing at New York Life Investments, who takes listeners through what ESG means, how it fares in the current economic and political environment, and the variety of ways ESG works in portfolio construction. 

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Lauren and Julia discuss the upcoming midterm elections in the U.S. – what matters, what doesn’t, and what sectors might benefit under the potential outcomes. 

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Lauren and Julia discuss the domestic and global ramifications of the historically strong dollar. Plus – what happened in the UK last week, and why it matters for the U.S.  

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Lauren and Julia are joined by special guest Carlos Garcia-Tunon, Senior Managing Director and Head of Fundamental Equity at MacKay Shields. Though many U.S. investors are prone to “home court bias”, they discuss the role and potential benefits of international equity exposure. 

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Lauren and Julia dig into the August inflation data: what drove the worrying print, and what it means for the Fed, economic growth, and investments.

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Host Lauren Goodwin is joined by special guest Steve Cianci, co-head of Global Fixed Income at MacKay Shields, to discuss high-conviction investment ideas in fixed income for the end of the year.

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Lauren and Julia provide an update on the housing market slowdown, and what that means for inflation and recession risks.

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Lauren and Julia reprise their April episode on what’s driving incredible strength in the U.S. Dollar, and what this means for investments. 

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As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia are joined by Dan Foley, Portfolio Manager at CBRE Investment Management, to discuss opportunities in infrastructure equity investing. 

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As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia are joined by Pat Burton, Portfolio Manager at Winslow Capital Management, to discuss opportunities in growth equity investing. 

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As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia host Adam Illfelder of Wellington Management to discuss opportunities in value equities, continuing their August series of hosting equity portfolio managers from across the New York Life Investments platform. 

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As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia are joined by Jon Miniman, Portfolio Manager at CBRE Investment Management, to discuss opportunities in real estate equity investing. 

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This week, Lauren and Julia tie together the themes presented in the Multi-Asset Solutions team's Midyear Economic and Investment Outlook: how to allocate for resilience?

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This week, Lauren and Julia discuss one of the themes presented in the Multi-Asset Solutions team’s Midyear 2022 Economic and Investment Outlook: is the U.S. headed for recession?

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This week, Lauren and Julia discuss one of the themes presented in the Multi-Asset Solutions team’s Midyear 2022 Economic and Investment Outlook: when will the market pain stop? 


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