Market Matters from New York Life Investments

Market Matters from New York Life Investments

Hosts Lauren Goodwin and Robert Serenbetz bring 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

October 25, 2021 14 min

U.S.-China tensions have been on the rise for years, with a recent escalation over Taiwan. Investors talk a lot about geopolitical risks like this, but how do they incorporate that discussion into portfolio decision making? Lauren and special co-host Eunbie Coe give us the inside scoop. 

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What does the broader climate transition mean for inflation and markets? Following a discussion on the recent energy crisis, this week Lauren and Robert discuss the structural, long-term ways that energy-related price crunches might impact the economy.

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High energy demand and new energy policies are contributing to a global energy crunch, and increasing concerns about prices. Will yet more price increases mean inflation is not “transitory” after all? This week, Lauren and Robert discuss the causes of the energy crisis, and how it might impact the U.S. economy.

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October 4, 2021 12 min

Investors have been flooded with information about environmental, social, and governance (ESG) investing, and there are an increasing number of ESG products on the market. How can an investor distinguish between these funds? How should they invest? In this week’s episode, special guest Amit Soni, portfolio manager on New York Life Investments’ Multi-Asset Solutions team, shares some ideas on how investors can build ESG aware portfo...

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Developments in China’s property market have prompted volatility in recent weeks. Lauren and Robert examine Evergrande’s impact to China’s and the world economy, and what it means for the average investor.

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Conversations with investors point to growing anxiety over the economic and market path ahead. The COVID-19 Delta variant is slowing the recovery, companies face disruptions and supply chain bottlenecks, the Fed is preparing to taper its asset purchase program, and tax increases loom. With asset prices boasting record levels, how will the markets hold up? Lauren and Robert provide four scenarios for the fourth quarter.

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With infrastructure spending on Congress’ agenda, government spending may be heading higher. What would a higher deficit and government debt level mean for long term growth and investment strategy? 

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Through the American Jobs Plan and American Family Plan, the Biden Administration have put forward ideas for sizable government spending on physical and human infrastructure, financed in part by higher taxes on companies and households. This week’s episode focuses on the infrastructure part: what can investors expect moving forward? 

**This episode is a replay from May 3, 2021, with highly relevant themes for today's investor.*

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As summer comes to a close, investors are wary of growing risks for the fall. How can investors position their portfolios when higher volatility is expected? 

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What’s in the Infrastructure Investment and Jobs Act, and what are its challenges on the horizon? How does it impact investments? Listen in as Lauren and Robert discuss the new infrastructure bill.

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Consumer prices ex-food and energy rose 4.3% versus July of 2020. Will these increases prove to be temporary?

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Once again, we asked listeners to submit questions on what matters most to them. This week, Lauren and Robert answer top listener questions.

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Valuations were high before the pandemic hit and now… they’re high again. Where should investors go next? In this episode, Lauren and Robert explore why so many institutional investors have moved into private markets, and what we can learn from investors on the ground there. 

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In this episode, Lauren and Robert explore what inflation means for investment opportunities. Special guest Michael DePalma joins to share his research on the topic.

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Economic growth is surging, but the reflation trade has taken a pause. Why is that, and should investors consider a different approach?

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Summer 2021 is shaping up to be the “hot vax summer” we called for, but will that economic party come with a nasty hangover? Here’s our best guess at four high conviction investment ideas.

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Welcome to the second half of 2021. In this week’s episode, Lauren and Robert share priority themes ahead.

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Most have retirement dreams, but what about retirement investment plans? 

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Cryptocurrencies and digital assets have caught headlines both for their price gains and their volatility. Why is crypto so popular, and how do you invest?

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Thematic investing is on the rise as investors identify the trends, themes, and developments that matter most to them. But how do you actually implement those themes into your portfolio?

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