Host Lauren Goodwin brings a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments.
…
continue reading
The seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. With topics that can range from public policy, market technicals, and municipal strategies for clients to consider, tune in to our monthly in-depth conversations for the team’s latest views on the municipal market. MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Hold ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
New frontiers in AI: in conversation with Alex Cook
20:40
20:40
Spill senere
Spill senere
Lister
Lik
Likt
20:40
Lauren Goodwin hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transformation at New York Life. They focus on AI’s practical applications, ethical considerations, and the future impact of AI on client and company outcomes.Av New York Life Investments
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Municipal Value Still at Elevated Levels
21:19
21:19
Spill senere
Spill senere
Lister
Lik
Likt
21:19
On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market now that we are approaching summer. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess the 2024 market, discuss opportunities in the high yield muni…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Investments in AI infrastructure with Simon Martin (June 17, 2024)
16:06
16:06
Spill senere
Spill senere
Lister
Lik
Likt
16:06
The infrastructure required to enable the AI boom is daunting – and presents investment opportunities across the real estate spectrum. Julia Hermann hosts Simon Martin, Chief Investment Strategist at Tristan Capital Partners, to explore the next phase of the AI buildout in the U.S. and Europe.Av New York Life Investments
…
continue reading
Investors are gearing up for a potentially lighter new issuance calendar ahead. 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 of portfo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Venturing into AI with Joel Albarella (June 10, 2024)
28:21
28:21
Spill senere
Spill senere
Lister
Lik
Likt
28:21
With AI moving at lightning speed, venture capital offers a unique perspective into the pipeline of companies at the forefront of generative AI technology, related services, and infrastructure. Joel Albarella, Head of NYL Ventures, joins Julia Hermann to discuss this vantage point into AI investing.Av New York Life Investments
…
continue reading
Overall, municipal credit is still in generally good shape. 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 of portfolio managers at MacK…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Artificial Intelligence: from imagination to investment (June 3, 2024)
18:31
18:31
Spill senere
Spill senere
Lister
Lik
Likt
18:31
We can easily imagine a future state with AI at the center of innovation and investment. For investors, the most important question is: what does it take to get there? For Lauren Goodwin, Julia Hermann, and Michael LoGalbo, AI is an investment megatrend with long term impacts, but with investable approaches that are actionable today.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Will strong issuance continue into summer months?
3:08
3:08
Spill senere
Spill senere
Lister
Lik
Likt
3:08
In 2024, we have finally seen new issue supply come into the market and demand has been strong as well. We dive into this phenomenon in greater detail. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Managing geopolitical risk in portfolios (May 20, 2024)
14:08
14:08
Spill senere
Spill senere
Lister
Lik
Likt
14:08
Geopolitical risk has so much impact on navigating the markets, but can feel impossible to position around. Lauren Goodwin, Julia Hermann, and Michael LoGalbo talk through their framework for how geopolitical risks make their way into portfolios, and discuss investment approaches that can seek to protect against – or benefit from – macro volatility…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Municipal Resilience and Value Amidst an Evolving Macro Landscape
23:47
23:47
Spill senere
Spill senere
Lister
Lik
Likt
23:47
On this episode, host Chris Roberti sits down with Matt Hage from the Los Angeles trading desk to discuss the state of the municipal market so far in 2024. Matt is a Portfolio Manager and Trader with focus on the investment grade segment of the market, and along with Chris, he digs into the current rate and inflation narrative, portfolio positionin…
…
continue reading
Fixed income is essential to many investment portfolios with varying degrees of risk. Municipals have continued to provide a strong income profile, despite recent rate volatility. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by Ne…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024)
23:05
23:05
Spill senere
Spill senere
Lister
Lik
Likt
23:05
Commercial real estate has been considered a simmering risk for the U.S. economy. But amid pockets of stress, investors can find opportunity. Julia Hermann is joined by Jon Miniman, Global Portfolio Manager at CBRE Investment Management, for a look under the hood of listed real estate.Av New York Life Investments
…
continue reading
The fundamental outlook for the municipal health care sector is improving. 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 of portfolio m…
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
U.S. banks check-up with Mark Kehoe (April 29, 2024)
24:25
24:25
Spill senere
Spill senere
Lister
Lik
Likt
24:25
A year after a near-crisis, U.S. banks are showing resilience. But with interest rate moves, an economic slowdown, and normalization from a pro-liquidity environment ahead, what is next for the banking sector? Julia Hermann hosts a comprehensive status update with Portfolio Manager and Credit Analyst Mark Kehoe of MacKay Shields.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Macro Pulse, Part 2: our latest asset class views (April 22, 2024)
15:13
15:13
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Traditional Municipal Market Nuances Back in the Fold
23:47
23:47
Spill senere
Spill senere
Lister
Lik
Likt
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Macro Pulse: our latest economic views (April 15, 2024)
18:24
18:24
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
TikTok, chips, and the U.S.-China tech squabble (April 8, 2024)
16:59
16:59
Spill senere
Spill senere
Lister
Lik
Likt
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.…
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Did immigration deliver a soft landing? (April 1, 2024)
9:45
9:45
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The end of negative rates (March 25, 2024)
9:31
9:31
Spill senere
Spill senere
Lister
Lik
Likt
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.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Springtime Technicals Usher in a Season of Opportunity
5:32
5:32
Spill senere
Spill senere
Lister
Lik
Likt
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Inflation: the long slog back to target (March 18, 2024)
16:51
16:51
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Value Of Picking Your Spots Wisely
16:21
16:21
Spill senere
Spill senere
Lister
Lik
Likt
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Thinking through dollar-based returns (March 11, 2024)
11:24
11:24
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Off to the races: Super Tuesday and the U.S. Election (March 4, 2024)
13:44
13:44
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Magnificent 1? (February 26, 2024)
12:06
12:06
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
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…
…
continue reading
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
China: de-risk, or de-couple? with MacKay Shields (February 12, 2024)
15:52
15:52
Spill senere
Spill senere
Lister
Lik
Likt
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.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Seasons Come and Go, Relative Value is Here to Stay
4:55
4:55
Spill senere
Spill senere
Lister
Lik
Likt
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Stepping out of cash with MacKay Shields (February 5, 2024)
13:55
13:55
Spill senere
Spill senere
Lister
Lik
Likt
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…
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Fed pivot purgatory (January 29, 2024)
14:05
14:05
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Swan Lake 2024 (Part 2) (January 22, 2024)
16:23
16:23
Spill senere
Spill senere
Lister
Lik
Likt
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.…
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Swan Lake: Risks that could disrupt consensus in 2024, part 1 (January 15, 2024)
17:04
17:04
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
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…
…
continue reading
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.Av New York Life Investments
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Our holiday ode to the markets (December 18, 2023)
6:41
6:41
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading
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…
…
continue reading
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.Av New York Life Investments
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
2024 outlook: choose your own adventure (December 4, 2023)
16:01
16:01
Spill senere
Spill senere
Lister
Lik
Likt
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.Av New York Life Investments
…
continue reading