Market Matters from New York Life Investment Management

Robert’s top takeaways for investors (February 14, 2022)

15 Feb 2022

Contributed by Lukas

In Robert’s final episode of Market Matters (don’t worry – the rest of the crew remains!), the strategist shares his top insights from his time ...

Is climate awareness an investable trend? (February 7, 2022)

08 Feb 2022

Contributed by Lukas

In recent years, climate change has become a pressing issue for some policymakers and companies. But will environmental mandates go mainstream? 

Fed on the Move? Time to Diversify Your Bond Portfolio (January 31, 2022)

01 Feb 2022

Contributed by Lukas

The Fed has all but promised to raise interest rates in March and start reducing the size of its balance sheet thereafter. That has major implications...

What is Breaking the Bull Market? (January 24, 2022)

25 Jan 2022

Contributed by Lukas

2021 was a better-than-average year on many fronts. Stock market returns, economic growth, policy stimulus and inflation all ran hot while volatility ...

Inflation still on the run (January 17, 2022)

18 Jan 2022

Contributed by Lukas

Lauren and Robert discuss why investors are still talking about inflation. What does it mean for investments, the markets, and the Fed?  

Five Big Questions for the Economy and Markets (January 10, 2022)

10 Jan 2022

Contributed by Lukas

Take a step back from the ebb and flow of market news and consider some big picture questions. In this episode, Lauren and Robert ponder five “fault...

Key themes for investing in 2022 (January 3, 2022)

04 Jan 2022

Contributed by Lukas

Inflation, uncertainty, and new rules of doing business. Lauren and Robert discuss how these themes will shape the economy and markets in 2022, and ho...

Allocating to fixed income, with special guest Stephen Cianci (December 13, 2021)

14 Dec 2021

Contributed by Lukas

After a record inflation print and changes in Fed policy, fixed income investors have a lot to look out for.  Stephen Cianci, co-head of MacKay Shiel...

2022: The year of transition? (December 6, 2022)

07 Dec 2021

Contributed by Lukas

New year, new investment themes. Lauren and Robert share their 2022 economic and market outlook. 

Omicron vs. The Hot Market (November 29, 2021)

30 Nov 2021

Contributed by Lukas

The stock market is up roughly 25% so far this year, and the path has been remarkably straight – with just one 5% dip along the way. Enter the Omicr...

The Infrastructure Bill & Its Secular Investment Opportunities (November 15, 2021)

16 Nov 2021

Contributed by Lukas

The Infrastructure Investment and  Jobs Act passed the House on November 5th at $1.2 trillion. How can investors capitalize on this new trend in gove...

Taper but no tantrum… what’s next for rates? (November 8, 2021)

09 Nov 2021

Contributed by Lukas

The Fed’s taper announcement came and went with little fanfare. Despite the market stability, there are signs that investors don’t believe what th...

Gauging Market Sentiment (November 1, 2021)

01 Nov 2021

Contributed by Lukas

Recent market volatility has caused a rollercoaster of emotions for investors. But there’s more to market sentiment than bull vs. bear. This week on...

U.S.-China tensions: managing geopolitical risk in investor portfolios (October 25, 2021)

26 Oct 2021

Contributed by Lukas

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, bu...

The Energy Transition and Inflation (October 18, 2021)

19 Oct 2021

Contributed by Lukas

What does the broader climate transition mean for inflation and markets? Following a discussion on the recent energy crisis, this week Lauren and Robe...

The Great Energy Crunch (October 11, 2021)

12 Oct 2021

Contributed by Lukas

High energy demand and new energy policies are contributing to a global energy crunch, and increasing concerns about prices. Will yet more price incre...

Investing Sustainably (October 4, 2021)

04 Oct 2021

Contributed by Lukas

Investors have been flooded with information about environmental, social, and governance (ESG) investing, and there are an increasing number of ESG pr...

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

28 Sep 2021

Contributed by Lukas

Developments in China’s property market have prompted volatility in recent weeks. Lauren and Robert examine Evergrande’s impact to China’s and t...

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

20 Sep 2021

Contributed by Lukas

Conversations with investors point to growing anxiety over the economic and market path ahead. The COVID-19 Delta variant is slowing the recovery, com...

Government Debt on the Rise (September 13, 2021)

15 Sep 2021

Contributed by Lukas

With infrastructure spending on Congress’ agenda, government spending may be heading higher. What would a higher deficit and government debt level m...

Investing in infrastructure (September 6, 2021)

06 Sep 2021

Contributed by Lukas

Through the American Jobs Plan and American Family Plan, the Biden Administration have put forward ideas for sizable government spending on physical a...

Building worries for the fall (August 30, 2021)

30 Aug 2021

Contributed by Lukas

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 ex...

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

23 Aug 2021

Contributed by Lukas

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 Laure...

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

16 Aug 2021

Contributed by Lukas

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

Answering Top Listener Questions (August 9, 2021)

10 Aug 2021

Contributed by Lukas

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

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

03 Aug 2021

Contributed by Lukas

Valuations were high before the pandemic hit and now… they’re high again. Where should investors go next? In this episode, Lauren and Robert explo...

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

26 Jul 2021

Contributed by Lukas

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

Risks to the Reflation Trade (July 19, 2020)

19 Jul 2021

Contributed by Lukas

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

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

12 Jul 2021

Contributed by Lukas

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 gue...

Investment Themes for the Second Half

05 Jul 2021

Contributed by Lukas

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

Addressing the Retirement Income Puzzle (June 28, 2021)

28 Jun 2021

Contributed by Lukas

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

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

21 Jun 2021

Contributed by Lukas

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

Implementing themes in a portfolio (June 14, 2021)

15 Jun 2021

Contributed by Lukas

Thematic investing is on the rise as investors identify the trends, themes, and developments that matter most to them. But how do you actually impleme...

Answering listener questions (June 7, 2021)

07 Jun 2021

Contributed by Lukas

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

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

25 May 2021

Contributed by Lukas

Inflation data, business surveys, and our latest trips to the grocery store suggest that prices are moving higher. Are those price pressures here to s...

Are Tax Hikes a Threat to the Market? (May 17, 2021)

17 May 2021

Contributed by Lukas

In this week’s episode, Lauren and Robert discuss the implications of the Biden Administration’s tax proposals for the economy and markets. Higher...

Can Corporate Profit Growth Continue?

10 May 2021

Contributed by Lukas

Corporate profits are soaring, but can it last? This week’s episode focuses on what exactly is driving corporate profitability, and why some trends ...

Investing In Infrastructure (May 3, 2021)

03 May 2021

Contributed by Lukas

Through the American Jobs Plan and American Family Plan, the Biden Administration have put forward ideas for sizable government spending on physical a...

Our Spring Market Outlook (April 19, 2021)

19 Apr 2021

Contributed by Lukas

This bull market is young, but it has traveled a long way. In their spring Market and Economic outlook Lauren and Robert describe the possible road ah...

Investing In The Commodities Boom (April 12, 2021)

12 Apr 2021

Contributed by Lukas

Commodities have been thriving as the economy reopens. What drives a successful commodities strategy in investment portfolios? 

Preparing Portfolios for a More Sustainable Future with Special Guest Amanda Chomyszak (April 5, 2021)

05 Apr 2021

Contributed by Lukas

How are investors preparing for a more sustainable future with ESG investment strategies and themes? Advisor Consultant Amanda Chomyszak of New York L...

High Yield in Retirement Planning Strategies with Special Guest Poul Kristensen (March 29, 2021)

29 Mar 2021

Contributed by Lukas

Are your retirement investments allocated efficiently? See why adding non-core fixed income might help investors achieve their long-term goals.

Stimulus: too much or just right? (March 22, 2021)

22 Mar 2021

Contributed by Lukas

Stimulus checks are making their way to household bank accounts. What does this and other aspects of the American Recovery Act mean for markets? 

Investing in Emerging Markets with Special Guest Julia Hermann (March 15, 2021)

15 Mar 2021

Contributed by Lukas

Emerging markets are often considered a “high beta” strategy – one that does well when global growth is improving and investors are willing to t...

What to make of a bond market shock (March 8, 2021)

08 Mar 2021

Contributed by Lukas

The bond market is spooking investors. Lauren and Robert dig into the seemingly scary move higher in interest rates. 

The wild winter and how it impacts investments (March 1, 2021)

01 Mar 2021

Contributed by Lukas

The U.S. has had a wild winter, but it’s not just weather events piquing investor interest. Recent Fed speeches and government policies point to an ...

The Great Debate: Value vs. Growth! (February 22, 2021)

22 Feb 2021

Contributed by Lukas

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 ...

How to Invest the New Administration (February 15, 2021)

15 Feb 2021

Contributed by Lukas

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 ex...

A multi-asset approach to generating income (February 8, 2021)

08 Feb 2021

Contributed by Lukas

“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...

Turning meme-stock madness into investor insight (February 1, 2021)

01 Feb 2021

Contributed by Lukas

Retail investors are taking some bets that look a lot like gambling. Lauren and Robert take a step back to discuss tactical allocation and stock picki...

Is Inflation on the Way? (January 25, 2021)

26 Jan 2021

Contributed by Lukas

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 inflatio...

Will big tech dominance continue? (January 18, 2021)

18 Jan 2021

Contributed by Lukas

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 ...

Taking stock of 2021 investment opportunities (January 11, 2021)

11 Jan 2021

Contributed by Lukas

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 ...

A Santa Clause Rally in Stocks (December 14, 2020)

15 Dec 2020

Contributed by Lukas

In their final podcast of the year, Lauren and Robert discuss the holiday cheer for stocks.

The 2021 Economy: Start of a new “Roaring 20s”? (December 7, 2020)

07 Dec 2020

Contributed by Lukas

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 i...

Our 2021 Investment Outlook (November 30, 2020)

30 Nov 2020

Contributed by Lukas

2020 has been a wild year, but will the next one be any calmer? Here’s our best guess at ‘what matters’ in 2021.

Fixed income in a low rate environment with special Guest Ken Sommer (November 16, 2020)

17 Nov 2020

Contributed by Lukas

Interest rates are going to be lower for longer, so we invite special guest, Kenneth Sommer, head of investment grade portfolio management, to help li...

Getting back to the economy (November 9, 2020)

10 Nov 2020

Contributed by Lukas

As attention shifts from the election back to the economy, how might markets respond?

Election results: What investors need to know (November 4, 2020)

04 Nov 2020

Contributed by Lukas

The election result is uncertain, and investors are positioning for a divided government.

Election day (November 2, 2020)

02 Nov 2020

Contributed by Lukas

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 t...

Are value stocks coming back in style? (October 26, 2020)

26 Oct 2020

Contributed by Lukas

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 v...

Election focus: Regulation (October 19, 2020)

19 Oct 2020

Contributed by Lukas

How might the regulatory environment change if the political environment does?

Considering Venture Capital with special guest Joel Albarella (October 12, 2020)

13 Oct 2020

Contributed by Lukas

Lauren and Robert dive into a space previously unexplored on the podcast – venture capital. Along with special guest Joel Albarella, Head of New Yor...

Election focus: Taxes and the markets with special guest Poul Kristensen (October 5, 2020)

06 Oct 2020

Contributed by Lukas

Joe Biden’s electoral ticket has outlined several important changes to the tax code. Taxes matter for company profits and household finances, and in...

Election focus: four investments on the line (September 28, 2020)

29 Sep 2020

Contributed by Lukas

With Presidential debates starting this week, Lauren and Robert share four potential policy ideas and four investments at stake in this election.

Making Investments Sustainable (September 21, 2020)

21 Sep 2020

Contributed by Lukas

Events in 2020 have highlighted the importance of monitoring company’s business practices beyond just their ability to generate profit. What are ESG...

Trending: The K-shaped portfolio (September 14, 2020)

15 Sep 2020

Contributed by Lukas

In the midst of the pandemic, investors debated the shape of the economic recovery (V, L, U, W etc.) – an alphabet soup of options. We argued that t...

Are we still in a recession? (September 7, 2020)

07 Sep 2020

Contributed by Lukas

The “Great Shutdown” recession is likely already over, but the economy is performing at a far lower level than it was before the pandemic struck. ...

Record highs. Now What? (August 31, 2020)

31 Aug 2020

Contributed by Lukas

The S&P 500 index passed its pre-pandemic record high, marking the second-fastest bear market recovery in history. What can investors expect next?

Navigating the 2020 Election (August 24, 2020)

24 Aug 2020

Contributed by Lukas

There are now less than 75 days to the U.S. presidential and congressional elections. Lauren and Robert tackle three common myths related to elections...

Stuck in the middle of a U.S.-China divorce (August 17, 2020)

18 Aug 2020

Contributed by Lukas

Tensions between the U.S. and China continue to build. So far, the tit-for-tat escalation has centered on political sanctions, threat of law, and comp...

All eyes on Congress (August 10, 2020)

10 Aug 2020

Contributed by Lukas

It’s no secret that policy support has been keeping this economy afloat. Now, all eyes are on Congress to extend its fiscal policy buffer against CO...

Going global in your portfolio, with special guest Jon Swaney (August 3, 2020)

03 Aug 2020

Contributed by Lukas

Multi-Asset Portfolio Manager Jon Swaney joins Lauren and Robert for a discussion on whether it’s time to “go global” in the equity sleeve of yo...

SPECIAL: Future State of Investing (July 29, 2020)

29 Jul 2020

Contributed by Lukas

This special episode of Market Matters explores all the ways that COVID has changed the world. The forces that have shaped our financial futures – t...

The download on tech stocks (July 27, 2020)

28 Jul 2020

Contributed by Lukas

This week, it’s all about tech. Are tech names too expensive? Is it too late to join the party? With five companies dominating the U.S. equity indic...

Special: Investing ideas for each shape of the recovery (July 22, 2020)

22 Jul 2020

Contributed by Lukas

In this special episode of Market Matters, Lauren and Robert discuss another section of their outlook: portfolio allocations after COVID-19. It’s no...

Is the strong dollar a trend of the past?

20 Jul 2020

Contributed by Lukas

Dollar strength has seemed like a fact of life over the past several years. Now, the narrative is shifting to dollar weakness. Which will it be? And h...

Special: Midyear Outlook (July 15, 2020)

15 Jul 2020

Contributed by Lukas

In this special episode, Lauren and Robert highlight the team’s outlook for the second half of the year and beyond. With COVID-19, elections, and al...

Are international stocks finally ready to outperform? (July 13, 2020)

14 Jul 2020

Contributed by Lukas

In the U.S., COVID-19 cases have surged. Elsewhere in the world, containing the virus could support stronger economic growth. How can these difference...

High Conviction Ideas for the Second Half (July 6, 2020)

06 Jul 2020

Contributed by Lukas

Robert and Lauren share their favorite ideas from the Multi-Asset midyear outlook.

A Multi-Asset Investment Process (June 29, 2020)

29 Jun 2020

Contributed by Lukas

We’re wrapping up our midyear outlook and preparing some special topics with special guests. In the meantime, check out one of our first episodes de...

Big concerns for small caps (June 22, 2020)

22 Jun 2020

Contributed by Lukas

Stocks have moved up, and small caps among them. Should investors buy in? This week, Lauren and Robert describe the pros and cons of small cap equitie...

The frenzied rally in stocks (June 15, 2020)

16 Jun 2020

Contributed by Lukas

Even accounting for market volatility last week, financial markets have staged an impressive rally from their March 23rd low. Some of that made sense ...

The path of interest rates and portfolio duration (June 8, 2020)

09 Jun 2020

Contributed by Lukas

Interest rates are so low that their next move is likely to be higher, right? Not so fast. This week, we discuss the path of interest rates and what i...

How does the U.S.-China redux impact emerging markets investing? (June 1, 2020)

02 Jun 2020

Contributed by Lukas

In this week’s episode, we discuss rising tensions between the U.S. and China. How could tensions evolve? How does that impact an emerging markets i...

Despite a cash crunch, corporate debt has ballooned (May 25, 2020)

25 May 2020

Contributed by Lukas

In this week’s episode, we discuss how Main Street companies are reacting to the Fed’s support of corporate debt markets. The result? Record-break...

The Fed is buying bond ETFs now (May 18, 2020)

18 May 2020

Contributed by Lukas

Last week, the Fed started buying bond ETFs, and talked a lot about negative interest rates. We discuss what the market is getting right… or not so ...

Sell in May and… Shelter in Place? (May 11, 2020)

12 May 2020

Contributed by Lukas

You know the old adage ‘Sell in May and go away?’ In this week's episode, Lauren and Robert discuss whether that strategy tends to work, and ...

Wherefore Art Thou, Dividends? (May 4, 2020)

05 May 2020

Contributed by Lukas

Many investors rely on dividends to generate income to their portfolio. How do you rescue your investment strategy when dividends get cut?

I’ll Pay You To Take This Oil (April 27, 2020)

28 Apr 2020

Contributed by Lukas

Last week, oil prices went negative for the first time. Lauren and Robert discuss what that means – or doesn’t mean – for the energy sector, as ...

The Fed… Oh My! (April 20, 2020)

21 Apr 2020

Contributed by Lukas

The Fed’s latest policy move crossed some lines… or did it? This episode explores the Fed’s crisis policy and consequences for the future of inv...

A Second Look at the 60/40 Portfolio (April 13, 2020)

13 Apr 2020

Contributed by Lukas

How has the 60/40 portfolio fared amid all this market volatility? Is it still a valuable tool? Today, Lauren and Robert take a deep dive into this po...

Special: Answering listener questions (March 23, 2020)

13 Apr 2020

Contributed by Lukas

We asked for your questions, and we got a lot of them! This week, we’ll answer listeners’ inquiries about COVID-19 and the impact to investor port...

Is It Time To Get Back Into Risk Assets? (April 6, 2020)

07 Apr 2020

Contributed by Lukas

Investors want to know: should I get back into the market? Lauren and Robert describe their latest asset allocation decisions.

Three Risks and Three Clues for COVID-19 (March 30, 2020)

30 Mar 2020

Contributed by Lukas

The U.S. government passed an economic rescue package to fight COVID-19. It's big, but will it be enough? Lauren and Robert discuss liquidity, cr...

COVID-19 and Your Portfolio (March 9, 2020)

27 Mar 2020

Contributed by Lukas

Coronavirus has infected our communities and the bull market. Having a plan and sticking to it are the best ways to navigate volatile times.

Policy Responses to COVID-19 (March 16, 2020)

27 Mar 2020

Contributed by Lukas

Are governments and central banks doing enough to stave off a recession?

How Does A Virus Play Out In The Economy? with special guest Amit Soni (March 2, 2020)

27 Mar 2020

Contributed by Lukas

COVID-19 and its global impact are unprecedented. Or are they? Special guest and portfolio manager Amit Soni handicaps the potential economic and mark...

What European Recovery? with special guest Jon Swaney (February 10, 2020)

27 Mar 2020

Contributed by Lukas

Investors have been pricing in a recovery in Europe. We're not seeing it in the data. Special guest and portfolio manager Jonathan Swaney helps u...

It's Caucus Season! (February 3, 2020)

27 Mar 2020

Contributed by Lukas

As the Democratic primary elections get under way, it's policy, not politics, that drive financial markets.