Podcast Episodes
Back to SearchFed’s on the Move: Opportunities in High Yield with Nate Hudson (June 20, 2022)
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the i…
3 years, 9 months ago
Energy is Changing the Market Landscape (June 13, 2022)
May’s inflation figures surprised to the upside, and energy was a main culprit. And looking ahead, with Europe limiting its purchases of Russian oil …
3 years, 10 months ago
Checking in on the U.S. Consumer (June 6, 2022)
Lauren and Julia are joined by Multi-Asset Solutions Chief Economist Poul Kristensen to discuss the forces pulling on U.S. consumers. How long can th…
3 years, 10 months ago
Emerging Markets: Time To Buy? (May 31, 2022)
Lauren and Julia provide an update on Emerging Markets equities, and discuss when a buying opportunity might emerge.
3 years, 10 months ago
Anchoring Amid Market Volatility (May 23, 2022)
Lauren and Julia discuss the causes and asset allocation implications of recent – and remarkable – market volatility.
3 years, 10 months ago
The Earnings Side of the Story (May 16, 2022)
Lauren and Julia tie together the choices companies can make in today’s high-inflation environment with conclusions from the Q1 2022 equity earnings …
3 years, 11 months ago
The Fed, Yields, and Fixed Income Ideas with Steve Cianci (May 10, 2022)
Lauren and Julia are joined by special guest Steve Cianci, co-head of Global Fixed Income at MacKay Shields, to discuss high-conviction investment id…
3 years, 11 months ago
Our Q2 Outlook: Can Growth Hold Up? (May 2, 2022)
Lauren and multi-asset portfolio strategist Julia Hermann present their Q2 outlook, and argue that it’s economic growth, not inflation, that matters …
3 years, 11 months ago
Are the Interest Rate Hawks Flying Too High? (April 25, 2022)
Lauren and multi-asset portfolio strategist Julia Hermann discuss market expectations for inflation and interest rates – and how to invest if they ar…
3 years, 11 months ago
Show us Your Style: Growth vs Value (April 18, 2022)
Back to the growth vs value debate: Lauren and Multi-Asset portfolio strategist Julia Hermann discuss how to position amid late-cycle market dynamics…
3 years, 11 months ago