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Market Matters from New York Life Investments
14 minutes | 6 days ago
The Great Debate: Value vs. Growth! (February 22, 2021)
The reflation trade has a lot of investors positioning for value stocks outperformance. In this week’s episode, Lauren and Robert, take a deep dive into the components of the reflation trade with a timely debate on “value versus growth” investing.
19 minutes | 14 days ago
How to Invest the New Administration (February 15, 2021)
Razor thin margins in the House and Senate mean that Biden will not have full reign to pursue the more expansive aspects of his campaign. Still, we expect major changes in the next four years. In this week’s episode, Lauren and Robert identify seven themes the administration is already following, and seven investment ideas to match.
16 minutes | 20 days ago
A multi-asset approach to generating income (February 8, 2021)
“Lower for longer” interest rates are here to stay, reducing both current income and future returns. What’s an investor to do? Lauren and Robert make the case for a multi-asset approach to generating income, and offer several allocation ideas.
18 minutes | a month ago
Is Inflation on the Way? (January 25, 2021)
Is inflation on the way? Lauren and Robert discuss the drivers of higher prices and how the Federal Reserve will – or will not – react to inflationary pressures this year. They are joined by fixed income expert Adam Schrier, who describes an investment idea he calls “defending against duration.”
16 minutes | a month ago
Will big tech dominance continue? (January 18, 2021)
Last year, we witnessed remarkable performance from big tech companies. Lauren and Robert look back at what drove tech higher in 2020 and discuss the outsized risks for the tech sector in 2021.
15 minutes | 2 months ago
Taking stock of 2021 investment opportunities (January 11, 2021)
New year, same complex financial markets. Lauren and Robert take stock of the year that was, and the themes shaping the economy and financial markets in 2021.
9 minutes | 2 months ago
A Santa Clause Rally in Stocks (December 14, 2020)
In their final podcast of the year, Lauren and Robert discuss the holiday cheer for stocks.
10 minutes | 3 months ago
The 2021 Economy: Start of a new “Roaring 20s”? (December 7, 2020)
The period after the 1918 Spanish Flu pandemic brought us the roaring 20s, a period of economic prosperity. Lauren and Robert assess whether we’re in for a second round.
15 minutes | 3 months ago
Our 2021 Investment Outlook (November 30, 2020)
2020 has been a wild year, but will the next one be any calmer? Here’s our best guess at ‘what matters’ in 2021.
9 minutes | 3 months ago
How much does that turkey cost? (November 23, 2020)
Lauren and Robert identify what’s most important to monitor from now until the end of the year, plus a few fun facts about the economics of Thanksgiving.
24 minutes | 3 months ago
Fixed income in a low rate environment with special Guest Ken Sommer (November 16, 2020)
Interest rates are going to be lower for longer, so we invite special guest, Kenneth Sommer, head of investment grade portfolio management, to help listeners navigate the fixed income environment.
15 minutes | 4 months ago
Getting back to the economy (November 9, 2020)
As attention shifts from the election back to the economy, how might markets respond?
12 minutes | 4 months ago
Election results: What investors need to know (November 4, 2020)
The election result is uncertain, and investors are positioning for a divided government.
12 minutes | 4 months ago
Election day (November 2, 2020)
Tuesday is election day, and for investors the results feel high stakes. Lauren and Robert share the strategies that investors can rely on no matter the electoral outcome.
15 minutes | 4 months ago
Are value stocks coming back in style? (October 26, 2020)
Growth stocks have vastly outperformed value stocks for the past year… and the last cycle. But with so many changes afoot, could it be time to add value-oriented stocks back to a portfolio?
16 minutes | 4 months ago
Election focus: Regulation (October 19, 2020)
How might the regulatory environment change if the political environment does?
29 minutes | 5 months ago
Considering Venture Capital with special guest Joel Albarella (October 12, 2020)
Lauren and Robert dive into a space previously unexplored on the podcast – venture capital. Along with special guest Joel Albarella, Head of New York Life Ventures, our hosts identify what makes venture capital different, and how companies are adapting to a pandemic-driven world.
19 minutes | 5 months ago
Election focus: Taxes and the markets with special guest Poul Kristensen (October 5, 2020)
Joe Biden’s electoral ticket has outlined several important changes to the tax code. Taxes matter for company profits and household finances, and investors have taken notice. How can investors put these potentially major changes into context?
18 minutes | 5 months ago
Election focus: four investments on the line (September 28, 2020)
With Presidential debates starting this week, Lauren and Robert share four potential policy ideas and four investments at stake in this election.
20 minutes | 5 months ago
Making Investments Sustainable (September 21, 2020)
Events in 2020 have highlighted the importance of monitoring company’s business practices beyond just their ability to generate profit. What are ESG factors? And how are investors incorporating these metrics to build more sustainable portfolios?
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