Macro Pulse
Macro Pulse
Can U.S. Outperformance Continue with Valuations Stretched?
WEEK OF DECEMBER 8, 2024
U.S. equity valuations are high, but the market continues to climb. This leads to the question: can the rally keep going? Some investors are wary, wondering if valuations will snap back like a rubber band or stretch further like taffy. In this week's note, we explore why the party might not be over just yet and consider trigger points for when the time comes to reallocate.
NEW! Macro Pulse: Holistic global economic, geopolitical, and asset allocation views.
Market Matters Podcast
THIS WEEK: In just this past month, Lauren Goodwin and Julia Hermann have spent time with investors across various political climates in the U.S., road-showed in the Middle East, and fielded questions from Europe, Japan, and Korea. This episode peels back the curtain to explore the similarities (and differences) in investor viewpoints from around the world – and what they mean for asset allocation.
Market Insights Video Series:
Post-Election Analysis
Trump has secured a second term. With Republicans controlling the Senate and likely the House, what are key policy areas investors should focus on?
Featured Insights
Featured Insights
2024 Global Private Markets Outlook
A comprehensive exploration of the global private markets landscape.
In our conversations with investors, we’ve identified four common concerns that will likely remain top-of-mind.
Amidst a backdrop of intense geopolitical turmoil, we explore the potential domino effects that could impact macro economic trends.
With our economic outlook in mind, we make the compelling case for rebalancing stocks and bonds, and diversification.
Swan Lake: The risks that would most disrupt consensus in 2024
The Investor’s Guide to Election Years: 2024 Edition
2024 Outlook: Choose Your Own Adventure
(re)globalization
New 60/40
4 Myths of Private Credit
Q4 2023 Outlook: Removing Four Investor Roadblocks
2023 Midyear Outlook: Five Keys to Weather the Cycle
2023 Outlook: The New Recession Playbook
About Global Market Strategy
About Global Market Strategy
About Global Market Strategy
Our team of market strategists connects macroeconomics to asset allocation. Leveraging proprietary research alongside the breadth and depth of the New York Life Investments platform, we provide actionable insight into market-driving events, structural themes, and portfolio construction to empower investment decision-making.
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