En iyi New York Life Investments podcastleri (2024)

1
New Deal Roundup 5:56

23h ago5:56

5:56

This week Ian talks about how new issue municipal bond deals remain well-subscribed. Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLI…

1
Macro Pulse, Part 2: our latest asset class views (April 22, 2024) 15:13

5d ago15:13

15:13

NYLIM’s Global Market Strategy team is handing listeners their allocation playbook. Lauren Goodwin, Julia Hermann, and Michael LoGalbo have teamed up to stack up their macro views, allocation approaches, and specific asset class views to help investors navigate not just this cycle, but the next.New York Life Investments tarafından oluşturuldu

1
Traditional Municipal Market Nuances Back in the Fold 23:47

8d ago23:47

23:47

On this episode, host Chris Roberti sits down with Sunny Gill from the Los Angeles trading desk to discuss the municipal market now that we are into Q2 of 2024. Sunny is a Portfolio Manager and Trader with focus on the investment grade segment of the market, and along with Chris, he explores the recent lackluster municipal returns, the current attr…

1
Macro Pulse: our latest economic views (April 15, 2024) 18:24

12d ago18:24

18:24

This week on the podcast, Lauren Goodwin, Julia Hermann, and Michael LoGalbo launch their new economic outlook series: Macro Pulse. Tune in for their updated views on the global macro cycle themes impacting asset allocation.New York Life Investments tarafından oluşturuldu

1
Dry Powder 6:06

15d ago6:06

6:06

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
TikTok, chips, and the U.S.-China tech squabble (April 8, 2024) 16:59

19d ago16:59

16:59

The U.S.-China tech relationship has risen to the top of many investors’ geopolitical concerns. From TikTok to chip production, the past few weeks have seen several developments in this relationship, carrying both risks and opportunities. Tune in as Lauren Goodwin and Julia Hermann unpack this long-term market force.…

1
Spread Love 5:32

22d ago5:32

5:32

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Did immigration deliver a soft landing? (April 1, 2024) 9:45

26d ago9:45

9:45

New data on immigration into the U.S. has sparked new discussions among economists. Is it the missing link to explain strong economic growth? Lauren Goodwin and Julia Hermann discuss what they learned – and what they didn’t – from the recent figures.New York Life Investments tarafından oluşturuldu

1
The end of negative rates (March 25, 2024) 9:31

1M ago9:31

9:31

The Bank of Japan’s historic decision to end its Negative Interest Rate Policy has far-reaching implications for global investors. Lauren Goodwin and Julia Hermann discuss the shifts in Japan’s economy that allowed for this policy adjustment, and what it means for government bond demand and the long-term path of global interest rates.…

1
Springtime Technicals Usher in a Season of Opportunity 5:32

1M ago5:32

5:32

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Inflation: the long slog back to target (March 18, 2024) 16:51

1M ago16:51

16:51

2 months of slightly-too-hot inflation. A Fed meeting this week. A market eager for interest rate cuts. Lauren Goodwin and Julia Hermann are standing by their base case and sharing updated scenarios for prices ahead.New York Life Investments tarafından oluşturuldu

1
The Value Of Picking Your Spots Wisely 16:21

1M ago16:21

16:21

On this episode, host Chris Roberti sits down with Alex McLaughlin from the Los Angeles trading desk to discuss how things are looking now that we’re several months into 2024. Alex is a Director and Credit Analyst with the team, and along with Chris, he breaks down the current rate and inflation narrative, the credit landscape, an overview of the h…

1
Thinking through dollar-based returns (March 11, 2024) 11:24

2M ago11:24

11:24

The dollar’s up – but what does a strong dollar really mean for investors? Julia Hermann and Michael LoGalbo navigate the maze of recent short-term dollar movements and how this can translate into an international investing approach.New York Life Investments tarafından oluşturuldu

1
Law Of Supply 5:20

2M ago5:20

5:20

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Off to the races: Super Tuesday and the U.S. Election (March 4, 2024) 13:44

2M ago13:44

13:44

This week, Super Tuesday marks a major point of progress in the 2024 U.S. president election. As candidates’ policies firm up, Lauren Goodwin and Julia Hermann give investors a guide to what’s still outstanding in the primaries, key policies on the table, and how to spot policy-based opportunities.New York Life Investments tarafından oluşturuldu

1
Technically Speaking 5:33

2M ago5:33

5:33

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
The Magnificent 1? (February 26, 2024) 12:06

2M ago12:06

12:06

The market’s late cycle jitters have been assuaged by the persistent AI trend, with a single company in the forefront. Lauren Goodwin and Julia Hermann dissect this year’s equity market leadership, and what investors can do when opportunities feel concentrated.New York Life Investments tarafından oluşturuldu

1
Refi Deep Dive 6:03

2M ago6:03

6:03

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
2024: Out of the Gate Update 30:06

2M ago30:06

30:06

On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss how things are looking out of the gate this year. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris break down our assessment of the current rate and inflation narrative, opportunities in …

1
China: de-risk, or de-couple? with MacKay Shields (February 12, 2024) 15:52

2M ago15:52

15:52

China’s economic woes have been in the news lately, but investors’ picture is more dynamic: should we focus more on the risks of China’s old economic model, or the opportunities of its new one? Valentina Chen, co-head and portfolio manager of MacKay Shields’ emerging markets debt team, joins the podcast to share her perspective.…

1
Seasons Come and Go, Relative Value is Here to Stay 4:55

3M ago4:55

4:55

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Stepping out of cash with MacKay Shields (February 5, 2024) 13:55

3M ago13:55

13:55

Forecasts of short-term rates driven by Fed policy have been ever changing, but after the recent inflation print, it seems as though Fed Funds may have peaked. Investors looking to capture yields before they move lower may be able to do so through the bond market. Host Lauren Goodwin is joined by Thomas Musmanno and John Lawlor of MacKay Shields to…

1
Demand > Supply 5:35

3M ago5:35

5:35

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Fed pivot purgatory (January 29, 2024) 14:05

3M ago14:05

14:05

Even with inflation and the jobs market both running hot, many investors are convinced of an imminent cut in interest rates. Lauren Goodwin and Julia Hermann discuss how the Fed’s shift in tone has contributed to this renewed investor debate.New York Life Investments tarafından oluşturuldu

1
Demanding Duration 6:16

3M ago6:16

6:16

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Swan Lake 2024 (Part 2) (January 22, 2024) 16:23

3M ago16:23

16:23

While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, interest rates, and the likelihood of recession. In this episode, we discuss another three “black swan” risks that have the potential to disrupt investor consensus.…

1
Top Five Insights For 2024 18:11

3M ago18:11

18:11

On this episode, host Chris Roberti sits down with Bob DiMella from the Los Angeles trading desk to discuss our Top Five Insights for 2024. Bob is the Co-Head & Co-CIO of MacKay Municipal Managers, and a Municipal Bond Portfolio Manager with focus on the investment grade segment of the market. Together, Bob and Chris break down our team’s macro vie…

1
Swan Lake: Risks that could disrupt consensus in 2024, part 1 (January 15, 2024) 17:04

3M ago17:04

17:04

While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, interest rates, and the likelihood of recession. In this episode, we discuss three “black swan” risks that have the potential to disrupt investor consensus.New York Life Investments tarafından oluşturuldu

1
Healthcare On the Mend 5:53

4M ago5:53

5:53

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Questions for 2024 (January 8, 2024) 18:20

4M ago18:20

18:20

New year, new views. Lauren Goodwin and Julia Hermann kick off their 2024 podcasting adventures with the key questions they see driving investment outcomes in the coming months.New York Life Investments tarafından oluşturuldu

1
Reflecting On A Remarkable Year 5:33

4M ago5:33

5:33

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Our holiday ode to the markets (December 18, 2023) 6:41

4M ago6:41

6:41

‘Twas NYLIM before Christmas… curl up by the fire for the final episode of Market Matters in 2023. Julia Hermann shares her ode to the markets.New York Life Investments tarafından oluşturuldu

1
Is the Tide Turning? 17:26

4M ago17:26

17:26

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. On this episode, host Chris Roberti sits down with Alex McLaughlin directly from our trading desk in Los Ang…

1
Yuletide yields (December 11, 2023) 13:52

5M ago13:52

13:52

As 2023 draws to a close, the market has enjoyed some relief from the steady rise in interest rates. Lauren Goodwin and Julia Hermann look into why yields have been declining, and what investors can expect for 2024.New York Life Investments tarafından oluşturuldu

1
Tools of the Trader 5:51

5M ago5:51

5:51

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
2024 outlook: choose your own adventure (December 4, 2023) 16:01

5M ago16:01

16:01

In our 2024 Outlook, choose your own adventure. Lauren Goodwin, Julia Hermann, and Michael LoGalbo explore scenarios for 2024 along with the actionable investment ideas that can help investors navigate the coming year confidently, no matter where they end up on the map.New York Life Investments tarafından oluşturuldu

1
A November to Remember 5:02

5M ago5:02

5:02

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
What’s changed, what hasn’t, what’s next (November 27, 2023) 13:44

5M ago13:44

13:44

The themes pervading 2024 investment outlooks – Fed tightening, chance of recession, and market volatility – are little changed from the start of the year. But much in the economy has shifted. Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover the signposts for their base case view of 2024.New York Life Investments tarafından oluşturuldu

1
Finding Quality In The Curve 20:21

5M ago20:21

20:21

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. On this episode, host Chris Roberti once again sits down with Scott Sprauer directly from the trading desk i…

1
Hoarders: can U.S. corporations keep the labor market together? (November 13, 2023) 17:27

6M ago17:27

17:27

The fates of the U.S. corporate sector and labor market are closely entwined, and in this cycle, labor hoarding by large companies has contributed to strong job creation and wage growth. As cost pressures mount for companies, though, can this dyamic continue? Tune in to the debate between Lauren Goodwin and Julia Hermann this week on the Market Mat…

1
When Doves (Almost) Cry 5:46

6M ago5:46

5:46

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Your guide to investing in an election year (November 6, 2023) 13:02

6M ago13:02

13:02

We are one year away from the 2024 U.S. election, an it’s not too early to consider it’s impact on portfolios. Lauren Goodwin and Julia Hermann unpack their fundamental election year investment principles – and the politics might matter less than you think.

1
Pick-Me-Up 5:36

6M ago5:36

5:36

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Anatomy of a bear steepener (October 30, 2023) 15:01

6M ago15:01

15:01

The U.S. Treasury yield curve has been inverted for over a year, but with longer dated Treasury yields rising fast, markets may be in for a shift. Lauren Goodwin and Julia Hermann unpack the relatively rare occurrence of today’s bear steepener, including what it means for interest rate-sensitive investments.…

1
Ratio Rationale 5:25

6M ago5:25

5:25

A new way to think about municipal to treasury ratios in the current market environment Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team o…

1
The oil shock playbook (October 23, 2023) 12:49

6M ago12:49

12:49

With geopolitical risk front and center, Lauren Goodwin and Julia Hermann consider the impacts of a potential oil shock on the global economy and investors’ opportunity sets across asset classes.

1
Heightened Volatility Brings Historic Opportunity 20:36

6M ago20:36

20:36

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. On this episode, host Chris Roberti once again sits down with Mike Denlinger directly from the trading desk …

1
Preparing your portfolio for unforeseeable shocks, with special guest Alexandra Russo (October 16, 2023) 29:31

7M ago29:31

29:31

The last week – and the last few years – have shown that risks or shocks to investing are always possible. Lauren Goodwin hosts Alexandra Russo of Candriam to discuss how investors may take stock of the unforeseeable.New York Life Investments tarafından oluşturuldu

1
New Horizon 5:16

7M ago5:16

5:16

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Don’t forget the fiscal (October 9, 2023) 16:37

7M ago16:37

16:37

Fiscal and budget debates have been recurrent this year, yet monetary policy is usually front of mind for investors. Lauren Goodwin and Julia Hermann check in on the investment implications of the federal government’s financial bill of health.

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