Smart insights drive stronger portfolios
We leverage proprietary research and collaborate with investment teams across New York Life Investments to offer timely answers to the questions facing investors today in key areas:
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Chart of the Week: Two Weeks of Market Shock Absorption
WEEK OF FEBRUARY 9, 2025
Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
Coming soon
It’s amazing what the market can handle when the economy looks good. Two major sources of market disruption in the past two weeks – DeepSeek and tariff tumult – have largely rolled off the back of U.S. equities (roughly flat since the DeepSeek news), and did not prompt another leg higher in the U.S. 10 year Treasury yield (from 4.6% to 4.5% since the DeepSeek news).
Dealing with Market Disruptions
Certain Uncertainty
Looking Through Policy Uncertainty
Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
Coming soon
Podcast: Searching for Black Swans
Podcast: Tax policy and the municipal bond market - with MacKay Municipal Managers
Coming soon
2024 Megatrend: Artificial Intelligence: from imagination to investment
2024 | Artificial Intelligence From Imagination to Investment
Investors have not missed the boat on the promise AI has to offer; in fact, investors have the chance to build the boat.
Podcast: AI: The Next Investment Megatrend
2023 | (re)globalization
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
Capitalize on the shifting (and growing) global private markets landscape
Key investor questions:
- What are the key cyclical and structural changes in private markets that present generational opportunities for investors?
- How are liquidity conditions improving in private markets, and what impact does this have on investment opportunities?
- What is the growing importance of the lower middle market in private investments, and how can investors benefit from this trend?
- What are the potential benefits of allocating to private equity, private credit, real estate, and real assets?
Prospective investors should be aware that investments in private funds or alternative investment strategies are suitable only for qualified investors who do not require liquidity and who can bear the economic risk, including the potential for a complete loss, of their investment. Investors are encouraged to consult their tax or legal advisors before making such investments.
Podcast: Capital Markets Outlook
About Global Market Strategy
Our team of market strategists connects macroeconomics to asset allocation. We provide actionable insight into market-driving events, structural themes, and portfolio construction to empower investment decision-making.
Lauren Goodwin, CFA
Chief Market Strategist
Julia Hermann, CFA
Global Market Strategist
Michael LoGalbo, CFA
Global Market Strategist
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.
Trump has secured a second term. With Republicans controlling the Senate and likely the House, what are key policy areas investors should focus on?