Smarter insights drive stronger portfolios

We leverage proprietary research and collaborate with investment teams across New York Life Investments to offer timely answers to key questions facing investors today in key areas

     

        

Macro Pulse

The latest global economic, geopolitical, and asset allocation views

   

   



 


Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers

Coming soon

 

The new year is here, and investors are keen to understand what might unfold. This week's note addresses the top five questions we are hearing from investors and our thoughts on each.

   

   

More from Macro Pulse

   

   



 


Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers

Coming soon

 

Geopolitics

Geopolitical risk may increasingly be a fixture of macro developments and investor education

Key investor questions:

  • How to account for geopolitical risk?
  • How will the new policy create winners and losers? 
  • 2025 Swan Lake report coming soon! What are the risks that would most disrupt consensus in 2025?

   

     



 


Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers

Coming soon

 

Megatrends 
Make the future state tangible for investors today

   

   

2024 Megatrend: Artificial Intelligence: from imagination to investment 

From our 2024 Megatrends report:

______

Investors have not missed the boat on the promise AI has to offer; in fact, investors have the chance to build the boat.

A diagram illustrating the progression of AI adoption along an S-curve, delineating phases such as research, finance, productivity, and new frontiers.

   

AI: From Imagination to Investment

     

More from Megatrends

Megatrends 2023: (re)globalization

Anticipating the future state of global economics and geopolitics requires more than an extrapolation of current trends.

Why the world is headed for (re)globalization

Hear from Chief Market Strategist Lauren Goodwin on how seismic economic shifts may afford new investment opportunities.

        

     



 


Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers

Coming soon

 

Private Markets

Represent more than $13T in assets globally and allocations are growing today

Key investor questions:

  • How will slowing economic activity and rate cuts unearth a generational opportunity in private markets allocation?
  • How to take advantage of diversification benefits in private equity, private credit, real estate, and real assets?
  • How do global megatrends shape the private markets opportunity? 

     

   

About Global Market Strategy 

Our team of market strategists connects macroeconomics to asset allocation. Leveraging proprietary research alongside the breadth and depth of the New York Life Investments platform, we empower investment decision-making.

      

Lauren Goodwin, CFA
Chief Market Strategist

Julia Hermann, CFA
Global Market Strategist

Michael LoGalbo, CFA
Global Market Strategist


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The Trump Trades: Fade or Follow? 

It’s been a couple weeks, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break it down.

Post-Election Analysis

Trump has secured a second term. With Republicans controlling the Senate and likely the House, what are key policy areas investors should focus on?