Recent Insights
Recent Insights
Fixed Income
Municipal Bond Market Update: Key Performance Drivers
Watch Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, share timely insights on recent developments in the municipal bond market.
Navigating Market Volatility: Key Insights on Multi-Sector Bond Positioning
Neil Moriarty, Co-Head of the Global Fixed Income team at MacKay Shields, discusses trends in multi-sector bonds, and MacKay’s Strategic Bond Strategy.
High Yield Market Overview
Nate Hudson, CFA, Managing Director and Portfolio Manager, MacKay Shields High Yield Team, provides a high yield market update.
Dissecting the Rise in Yields
MacKay Shields discuss the bond market, rising yields, and global economic trends, providing insights on investment opportunities in 2025.
2025: Bonds Take Center Stage
Our experts at MacKay Shields discuss the five key insights shaping global fixed-income trends in the coming year.
Municipal Markets Top 5 Insights
Uncover the top trends influencing the municipal bond market for 2025.
Convertibles 1Q25 Outlook
A forward-looking analysis of the unique risk-return profile of convertible bonds in evolving markets.
Emerging Market Debt 1Q25 Outlook
Insights into how emerging market debt can navigate global uncertainties and provide diversification benefits.
Macroeconomic 1Q25 Outlook
Assess where we are in the economic cycle and explore long-term macro trends shaping asset allocation strategies.
High Yield 1Q25 Outlook
Delve into the high-yield bond market’s performance and opportunities as investors balance risk and reward.
Multi-Asset
Macro Pulse: The Bull-Bear Battles of 2025
It’s a pivotal moment for portfolios; as markets react to the much-anticipated start of a monetary easing cycle, so must investors.
Candriam's Multi-Asset Outlook
Candriam's Outlook Calendar offers a series of expert analyses and insights on key economic and investment themes for 2025.
A Commitment to Quality Through Market Cycles
Samuel Weiss of PineStone Asset Management provides timely insights into the current market turbulence and how they are positioning themselves.
Resilience Amid Volatility and a Focus on Fundamentals
Matt Navins, Client Portfolio Manager at Fiera Capital, provides insights on the current macroeconomic environment.
The Impact of U.S. Tariffs on Equity Markets
Watch Justin Kelly of Winslow Capital provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.
Why Defensive and Value Stocks Deserve a Closer Look
Wellington shares their thoughts on the current market landscape and why a pivot toward defensive, value-oriented stocks should be considered.
Navigating Uncertainty: Where Fiera Sees Opportunity in 2025
Fiera Capital discusses navigating the current market environment and the potential opportunities in 2025.
Four Key Equity Themes to Consider for 2025
Wellington highlights four themes to consider for 2025: monetary policy, US exceptionalism, equity market concentration, and small-cap equities.
AI’s Role in Shaping the Future of Energy
Fiera discusses how AI is fueling energy demand and highlights potential investment opportunitities across power generation, renewable energy, and infrastructure.
Equity Market Outlook for 2025
Our experts at Ausbil discuss equity market dynamics and opportunities as we head into the new year.
Epoch 2025 Outlook: AI and the Tech Boom
A deep dive into how AI is transforming market dynamics and shaping the investment landscape.
Navigating Uncertain Policy Shifts
Insights from Wellington on how the policy shifts expected with the Trump administration may impact inflation, trade, and growth.
The Dawning of the ‘Profit Productivity Era'
The team at Winslow Capital discusses the future of large cap growth stocks driven by AI tailwinds.
Alternatives
CBRE Global Infrastructure Quarterly Update
Daniel Foley, CFA, Portfolio Manager at CBRE Investment Management, provides an update and outlook on global-listed infrastructure.
Global Listed Infrastructure 2025 Outlook
Explore key trends and opportunities in global listed infrastructure for the year ahead.
U.S. Listed Real Estate 2025 Outlook
CBRE provides their view on the potential for listed real estate to outperform broad equities in 2025.
Featured Resources
View All Municipal Bond Resources
Revenue Collections and the Municipal Market
Frances Lewis, MacKay Municipal Managers, explains how revenue collections will impact the municipal market.
Liquidity Management: More Critical than Ever
MacKay Municipal Managers explain why liquidity management is more critical than ever in today's market.
Spotlight on Muni Bond ETFs
David Dowden, portfolio manager at MacKay Municipal Managers, discusses our actively managed muni bond ETFs and the current muni market.
Municipal Market Update with MacKay Municipal Managers
Benefits of insured munis, opportunities in today's market and the importance of active management.
Weekly Podcast Series
Weekly Podcast Series
Weekly Podcast Series
Navigating with Discipline
Join Matt Hage this week as he offers his thoughts on market volatility and muni market trends.
Top Investor Questions
Lauren Goodwin and Julia Hermann have been on the road, engaging with U.S.-based investors and gathering their most pressing questions.
Important Information:
The market outlooks and insights presented reflect the views of affiliated or non-affiliated advisors. These opinions are subject to change without notice and may differ from those of other advisors within the New York Life Investments family of boutiques. Forward-looking statements are based on current assumptions and expectations, which are subject to change due to economic, market, or other conditions. There is no assurance that these opinions will be accurate. This material should not be used as investment advice, and does not constitute a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy.
Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal. This material is not intended for retail audiences in jurisdictions where its distribution is restricted. Please consult your financial professional for advice tailored to your individual circumstances.