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Market Matters from New York Life Investment Management

The Global Market Strategy team 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 Investment Management.

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

17 mins; January 10, 2022

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

11 mins; January 03, 2022

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

28 mins; December 13, 2021

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

13 mins; December 06, 2021

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

12 mins; November 29, 2021

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

12 mins; November 15, 2021

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

12 mins; November 08, 2021

Gauging Market Sentiment (November 1, 2021)

13 mins; November 01, 2021

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

14 mins; October 25, 2021

The Energy Transition and Inflation (October 18, 2021)

12 mins; October 18, 2021

The Great Energy Crunch (October 11, 2021)

14 mins; October 11, 2021

Investing Sustainably (October 4, 2021)

12 mins; October 04, 2021

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

11 mins; September 27, 2021

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

17 mins; September 20, 2021

Government Debt on the Rise (September 13, 2021)

14 mins; September 15, 2021

Investing in infrastructure (September 6, 2021)

16 mins; September 06, 2021

Building worries for the fall (August 30, 2021)

15 mins; August 30, 2021

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

12 mins; August 23, 2021

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

13 mins; August 16, 2021

Answering Top Listener Questions (August 9, 2021)

20 mins; August 09, 2021

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

25 mins; August 03, 2021

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

19 mins; July 26, 2021

Risks to the Reflation Trade (July 19, 2020)

14 mins; July 19, 2021

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

11 mins; July 12, 2021

Investment Themes for the Second Half

8 mins; July 05, 2021

Addressing the Retirement Income Puzzle (June 28, 2021)

17 mins; June 28, 2021

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

20 mins; June 21, 2021

Implementing themes in a portfolio (June 14, 2021)

17 mins; June 14, 2021

Answering listener questions (June 7, 2021)

23 mins; June 07, 2021

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

16 mins; May 25, 2021

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

15 mins; May 17, 2021

Can Corporate Profit Growth Continue?

12 mins; May 10, 2021

Investing In Infrastructure (May 3, 2021)

16 mins; May 03, 2021

Our Spring Market Outlook (April 19, 2021)

17 mins; April 19, 2021

Investing In The Commodities Boom (April 12, 2021)

17 mins; April 12, 2021

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

16 mins; April 05, 2021

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

15 mins; March 29, 2021

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

14 mins; March 22, 2021

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

19 mins; March 15, 2021

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

14 mins; March 08, 2021

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

15 mins; March 01, 2021

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

14 mins; February 22, 2021

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

19 mins; February 15, 2021

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

15 mins; February 08, 2021

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

13 mins; February 01, 2021

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

17 mins; January 25, 2021

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

13 mins; January 18, 2021

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

15 mins; January 11, 2021

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

8 mins; December 14, 2020

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

10 mins; December 07, 2020

Our 2021 Investment Outlook (November 30, 2020)

15 mins; November 30, 2020

How much does that turkey cost? (November 23, 2020)

9 mins; November 23, 2020

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

24 mins; November 16, 2020

Getting back to the economy (November 9, 2020)

15 mins; November 09, 2020

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

11 mins; November 04, 2020

Election day (November 2, 2020)

12 mins; November 02, 2020

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

15 mins; October 26, 2020

Election focus: Regulation (October 19, 2020)

16 mins; October 19, 2020

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

28 mins; October 12, 2020

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

18 mins; October 06, 2020

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

18 mins; September 28, 2020

Making Investments Sustainable (September 21, 2020)

20 mins; September 21, 2020

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

13 mins; September 15, 2020

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

10 mins; September 07, 2020

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

13 mins; August 31, 2020

Navigating the 2020 Election (August 24, 2020)

13 mins; August 24, 2020

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

15 mins; August 17, 2020

All eyes on Congress (August 10, 2020)

15 mins; August 10, 2020

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

20 mins; August 03, 2020

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

16 mins; July 29, 2020

The download on tech stocks (July 27, 2020)

15 mins; July 27, 2020

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

16 mins; July 21, 2020

Is the strong dollar a trend of the past?

15 mins; July 20, 2020

Special: Midyear Outlook (July 15, 2020)

13 mins; July 15, 2020

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

13 mins; July 14, 2020

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

5 mins; July 06, 2020

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

3 mins; June 29, 2020

Big concerns for small caps (June 22, 2020)

10 mins; June 22, 2020

The frenzied rally in stocks (June 15, 2020)

13 mins; June 15, 2020

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

14 mins; June 08, 2020

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

13 mins; June 01, 2020

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

11 mins; May 25, 2020

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

14 mins; May 18, 2020

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

13 mins; May 11, 2020

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

13 mins; May 04, 2020

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

11 mins; April 27, 2020

The Fed… Oh My! (April 20, 2020)

15 mins; April 21, 2020

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

13 mins; April 13, 2020

Special: Answering listener questions (March 23, 2020)

22 mins; April 13, 2020

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

13 mins; April 06, 2020

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

14 mins; March 30, 2020

Special: The Multi-Asset Investment Process (January 13, 2020)

9 mins; March 27, 2020

Special: 2020 Outlook (January 20, 2020)

12 mins; March 27, 2020

Is Coronavirus Infecting the Bull Market? (January 27, 2020)

10 mins; March 27, 2020

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

8 mins; March 27, 2020

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

12 mins; March 27, 2020

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

13 mins; March 27, 2020

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

15 mins; March 27, 2020

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

17 mins; March 27, 2020

Special: Introducing the Market Matters Podcast (January 6, 2020)

4 mins; March 27, 2020

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Market Matters from New York Life Investment Management

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