Market Matters from New York Life Investments-logo

Market Matters from New York Life Investments

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English


Episodes

The Great Energy Crunch (October 11, 2021)

10/11/2021
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.

Duration:00:14:53

Investing Sustainably (October 4, 2021)

10/4/2021
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 portfolios in an efficient, systematic way.

Duration:00:12:20

Demystifying China’s Property Market Woes (September 27, 2021)

9/27/2021
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.

Duration:00:11:49

Four Scenarios for the Fourth Quarter (September 20, 2021)

9/20/2021
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.

Duration:00:17:39

Government Debt on the Rise (September 13, 2021)

9/15/2021
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?

Duration:00:14:29

Investing in infrastructure (September 6, 2021)

9/6/2021
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.*

Duration:00:16:56

Building worries for the fall (August 30, 2021)

8/30/2021
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?

Duration:00:15:01

The Infrastructure Bill’s Uncertain Future (August 23, 2021)

8/23/2021
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.

Duration:00:12:15

The End of Transitory Inflation? (August 16, 2021)

8/16/2021
Consumer prices ex-food and energy rose 4.3% versus July of 2020. Will these increases prove to be temporary?

Duration:00:13:57

Answering Top Listener Questions (August 9, 2021)

8/9/2021
Once again, we asked listeners to submit questions on what matters most to them. This week, Lauren and Robert answer top listener questions.

Duration:00:19:51

Discussing private equity with special guest Chris Stringer (August 2, 2021)

8/3/2021
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.

Duration:00:25:44

What Inflation Means for Investments with Special Guest Michael DePalma (July 26, 2021)

7/26/2021
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.

Duration:00:19:34

Risks to the Reflation Trade (July 19, 2020)

7/19/2021
Economic growth is surging, but the reflation trade has taken a pause. Why is that, and should investors consider a different approach?

Duration:00:14:47

Investing In 2021: Second Half Edition (July 12, 2020)

7/12/2021
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.

Duration:00:11:56

Investment Themes for the Second Half

7/5/2021
Welcome to the second half of 2021. In this week’s episode, Lauren and Robert share priority themes ahead.

Duration:00:08:17

Addressing the Retirement Income Puzzle (June 28, 2021)

6/28/2021
Most have retirement dreams, but what about retirement investment plans?

Duration:00:17:26

Why all the Attention on Crypto? (June 21, 2021)

6/21/2021
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?

Duration:00:20:27

Implementing themes in a portfolio (June 14, 2021)

6/14/2021
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?

Duration:00:17:23

Answering listener questions (June 7, 2021)

6/7/2021
Lauren and Robert asked for listener questions, and the audience stepped up. This week’s episode spotlights what matters most to our audience.

Duration:00:23:17

Inflation: Here To Stay? with Special Guest Steven Friedman (May 24, 2021)

5/25/2021
Inflation data, business surveys, and our latest trips to the grocery store suggest that prices are moving higher. Are those price pressures here to stay? Lauren and Robert discuss inflation trends with MacKay Shields’ Senior Macroeconomist, Steven Friedman.

Duration:00:16:25