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Market Matters from New York Life Investments

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English


Episodes

Midyear Outlook: When Will the Market Pain Stop? (July 11, 2022)

7/11/2022
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?

Duration:00:10:51

Fed's on the Move: Opportunities in Munis with Mike Denlinger

7/6/2022
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the impact of rising rates on fixed income investment opportunities. This week, Lauren and Julia are joined by Mike Denlinger, Director and Portfolio Manager at MacKay Shields, to discuss opportunities in municipal bonds, or munis.

Duration:00:12:11

Fed’s on the Move: Opportunities in Floating Rate with Art Torrey (June 27, 2022)

6/27/2022
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the impact of rising rates on fixed income investment opportunities. This week, Lauren and Julia are joined by Art Torrey, Head of the High Yield Credit Group at New York Life Investors, to discuss opportunities in floating rate strategies.

Duration:00:15:58

Fed’s on the Move: Opportunities in High Yield with Nate Hudson (June 20, 2022)

6/20/2022
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the impact of rising rates on fixed income investment opportunities. This week, Lauren is joined by Nate Hudson, Portfolio Manager at MacKay Shields, to discuss opportunities in high yield.

Duration:00:11:30

Energy is Changing the Market Landscape (June 13, 2022)

6/13/2022
May’s inflation figures surprised to the upside, and energy was a main culprit. And looking ahead, with Europe limiting its purchases of Russian oil and gas, higher global prices are all but guaranteed. Lauren and Julia unpack this dynamic for the real economy, and how investors can adapt.

Duration:00:10:25

Checking in on the U.S. Consumer (June 6, 2022)

6/6/2022
Lauren and Julia are joined by Multi-Asset Solutions Chief Economist Poul Kristensen to discuss the forces pulling on U.S. consumers. How long can this major engine of the U.S. economy be resilient to higher prices and uncertainty?

Duration:00:15:44

Emerging Markets: Time To Buy? (May 31, 2022)

5/31/2022
Lauren and Julia provide an update on Emerging Markets equities, and discuss when a buying opportunity might emerge.

Duration:00:09:37

Anchoring Amid Market Volatility (May 23, 2022)

5/23/2022

Duration:00:10:50

The Earnings Side of the Story (May 16, 2022)

5/16/2022
Lauren and Julia tie together the choices companies can make in today’s high-inflation environment with conclusions from the Q1 2022 equity earnings season.

Duration:00:11:01

The Fed, Yields, and Fixed Income Ideas with Steve Cianci (May 10, 2022)

5/10/2022
Lauren and Julia are joined by special guest Steve Cianci, co-head of Global Fixed Income at MacKay Shields, to discuss high-conviction investment ideas in fixed income following the Federal Reserve’s May meeting.

Duration:00:18:29

Our Q2 Outlook: Can Growth Hold Up? (May 2, 2022)

5/2/2022
Lauren and multi-asset portfolio strategist Julia Hermann present their Q2 outlook, and argue that it’s economic growth, not inflation, that matters most for asset allocation.

Duration:00:09:51

Are the Interest Rate Hawks Flying Too High? (April 25, 2022)

4/25/2022
Lauren and multi-asset portfolio strategist Julia Hermann discuss market expectations for inflation and interest rates – and how to invest if they are peaking.

Duration:00:12:03

Show us Your Style: Growth vs Value (April 18, 2022)

4/18/2022
Back to the growth vs value debate: Lauren and Multi-Asset portfolio strategist Julia Hermann discuss how to position amid late-cycle market dynamics.

Duration:00:13:44

What the U.S. Dollar’s up to (April 11, 2022)

4/11/2022
What’s next for the U.S. Dollar? Lauren and Multi-Asset portfolio strategist Julia Hermann discuss what is driving the U.S. Dollar, and what this means for investments.

Duration:00:12:51

Inflation - A Multi-Asset Approach, with Special Guest Sal Bruno (April 4, 2022)

4/4/2022
Inflation appears to be here to stay. CIO of IndexIQ Sal Bruno joins Lauren to discuss inflation’s multi-faceted impact to portfolios, and how to balance them in a portfolio.

Duration:00:12:34

The energy sector: prices and investment ideas (March 28, 2022)

3/28/2022
Uncertainty over the Russia-Ukraine crisis drives uncertainty in the energy sector. In this week’s episode, Lauren shares where energy prices might go from here, and how to invest.

Duration:00:08:01

Women and Investing with Jen Tarsney (March 14, 2022)

3/14/2022
It’s women’s history month. Lauren explores the key challenges women face in investing with Jen Tarsney, the head of the Advisor Advancement Institute, which supports financial professionals in developing more meaningful relationships with women clients.

Duration:00:16:35

High Conviction Ideas in Fixed Income, with Steve Cianci (March 7, 2022)

3/7/2022
Rising inflation, a soon-to-be-tightening Fed, and throw in a little geopolitical uncertainty. What does it mean for global bond markets? Special Guest Steve Cianci, co-head of Global Fixed Income at MacKay Shields, shares high conviction investment ideas for this uncertain period.

Duration:00:17:59

Navigating geopolitical risk with John Sitilides (February 28, 2022)

2/28/2022
Russia has invaded Ukraine. This week, geopolitics expert John Sitiledes joins the podcast to provide his analysis of the situation on the ground and implications for international relations and the world order. Lauren follows up with how to manage these risks in a portfolio.

Duration:00:33:08

Introducing the new Market Matters (February 28, 2022)

2/28/2022
Moving forward, you can expect the same great investment ideas from New York Life Investments, curated by our Multi Asset Solutions team, including your host Lauren Goodwin. We’ve brought some of the best and brightest minds in portfolio strategy onto our team in recent months. You’ll hear from them, from Lauren, and from our guests each week.

Duration:00:02:22