Insights | New York Life Investments

Perspectives • February 9, 2026 Extending the Cycle: Growth and Opportunity Across Private Markets Private markets are entering 2026 with renewed momentum.

Perspectives • February 6, 2026 Primary Market Deals Join Sunny Gill this week as he offers his thoughts on recent performance in the taxable muni market, and factors we continue to keep an eye on as it relates opportunities in this space.

Perspectives • February 8, 2026 GMS Weekly Macro Pulse A month into the year, investors are searching for signal amid plenty of market noise.

3 MIN READ

Perspectives • February 3, 2026 Munis Jump Ahead On 2026 Expectations Municipals continued to grind higher last week, delivering steady performance amid a volatile rates backdrop and reinforcing their role as a relative safe harbor within fixed income.

Events and Webcasts • February 2026 Reading the Signals: A Noisy Start to 2026 Two months into 2026, markets are still defined by tension.

5 MIN READ

Perspectives • January 30, 2026 Swan Lake: The risks that would most disrupt consensus in 2026 We explore the possible domino effects of potential ‘black swan’ events – and the disruptive risks.

Perspectives • January 21, 2026 Fed Independence: No Longer a Theoretical Risk Questions around Federal Reserve independence have resurfaced, raising concerns about policy credibility, market stability, and long-term inflation expectations.

5 MIN READ

Perspectives • January 12, 2026 2026 Municipal Market Outlook | New York Life Investments MacKay Municipal Managers provide their 2026 outlook for the Municipal Markets.

5 MIN READ

Perspectives • January 7, 2026 2026 Global Investment Outlooks | New York Life Investments Capturing Opportunities and Managing Risk Across Market Cycles.

2 MIN READ

Perspectives • January 7, 2026 Five Things to Consider for Real Estate Investors in 2026 Thomas O'Hanlon of New York Life Real Estate Investors shares his top 5 considerations for 2026.

5 MIN READ

Perspectives • January 7, 2026 Portfolio Manager Insights | New York Life Investments Latest market and asset class perspectives directly from seasoned and skilled investment professionals.

8 MIN READ

Perspectives • December 31, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 1Q26 In MacKay Shields' latest outlooks, the fixed income team explores how nimble positioning and cross-sector flexibility can help investors harness durable income and downside defense.

3 MIN READ

Perspectives • December 22, 2025 Rethinking Market Outlooks: A New Approach to Investing in 2026 Markets are shifting in ways predications can’t capture. Lauren Goodwin weighs in on why investors need new frameworks – not forecasts – to navigate a world where old playbooks no longer apply.

Perspectives Global Fixed Income’s Top 5 Investment Ideas for 2026 MacKay Shields Global Fixed Income team shares their Top 5 Investment Ideas for 2026.

1 MIN READ

Perspectives • December 2, 2025 Unlocking the Mid-Market Growth Opportunity RidgeLake Partners, a GP-stakes investment platform backed by Apogem and OA Private Capital, shares perspectives on how GP stakes provide a specialized approach aimed at long-term value creation.

5 MIN READ

Perspectives • November 25, 2025 A Responsible Path to U.S. Large Cap Growth Winslow Capital discusses the US large cap growth market and the differentiators driving the market.

9 MIN VIDEO

Perspectives • November 24, 2025 Winslow Capital Quarterly Update Barry Peters, Managing Director at Winslow Capital, provides an update and outlook on large-cap growth.

8 MIN READ

Perspectives • November 17, 2025 Why Asset-Backed Securities are Not the Next Financial Crisis Despite recent headlines, we believe the securitized ABS market remains fundamentally sound.

5 MIN READ

Perspectives • November 14, 2025 International Equities: Why Now? Four reasons why international equity investing is compelling source of return potential.

5 MIN READ

Perspectives • November 11, 2025 The Index is not a Market Winslow Capital provides their perspective on the US Large Cap equity market.

2 MIN READ

Perspectives • November 11, 2025 Infographic: 4 Things Investors Need to Know About AI AI is transforming the world by performing things from everyday tasks to life-saving surgeries. But where are the biggest opportunities for investors?

3 MIN READ

Perspectives • November 6, 2025 The Hidden Cost of Cheap Beta: Why Active Munis Win MMIN and MMIT capture overlooked muni sectors, delivering broader exposure and stronger results than passive ETFs.

3 MIN READ

Perspectives • November 4, 2025 What Passive Munis Leave on the Table MTBIX and MTFGX deliver fuller market access and performance where passive funds fall short.

13 MIN VIDEO

Perspectives • September 30, 2025 Q3 2025 NY Muni Fund Update Portfolio Manager Mike Perilli and Analyst Jack Muller provide insight into positioning for our NY Muni fund and current market landscape.

3 MIN READ

Perspectives • October 31, 2025 Passive Muni ETFs Lag Behind Actively Managed Mandates MMCA goes beyond traditional muni exposure, and has outperformed passive muni ETFs.

6 MIN READ

Perspectives • October 31, 2025 Why Short Duration High Yield Still Stands Out in a Cutting Cycle Due to relatively high income potential, low interest-rate sensitivity, and strong risk-adjusted return history, short duration high yield remains a potential solution in a falling rate environment.

8 MIN READ

Perspectives • September 30, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 4Q25 MacKay Shields' specialty fixed income market outlooks for Q4 2025 highlight opportunity amid caution.

8 MIN READ

Perspectives • October 23, 2025 Why Peace in Europe Won’t Rewind Markets: The Playbook Investors Need Now In today’s markets, security and policy come first, not globalization.

3 MIN READ

Perspectives • October 22, 2025 China Tariff Escalation–Shades of April, but Key Differences MacKay Shields comments on tariff escalation between China and the U.S.

22 MIN VIDEO

Perspectives • October 20, 2025 Growth In Focus: Equity Insights From Fiera Capital Fiera Capital provides their Q3 2025 update on equity markets.

8 MIN READ

Perspectives • September 30, 2025 Making the Case for Increasing International Equity Exposure Investors are no strangers to market uncertainty, and global events continue to influence equity markets and currency movements that can be difficult to predict.

3 MIN READ

Perspectives • September 24, 2025 Infrastructure: At the Center of AI Growth Listed infrastructure has become a key beneficiary of 2025’s market drivers: AI buildout, rising U.S. power demand, supportive policies, and shifting rate expectations.

5 MIN READ

Perspectives • September 16, 2025 Tariff Uncertainty to Persist with Recent Court Ruling Investors appear concerned both about fiscal implications of the recent court decision and the broader uncertainty over trade policy.

5 MIN READ

Perspectives • September 10, 2025 Deconstructing Duration in a Rate-Cutting Environment As the Federal Reserve signals interest rate cuts, understanding how bond durations and yield curves interact becomes crucial.

Events and Webcasts 2025 Global Investor Forum New York Life Investments’ 7th annual Global Investor Forum was held June 10ᵗʰ–14ᵗʰ in New York City. Tailored to provide comprehensive insights into the current and future trends most pertinent to the investment community, the forum provided expert views on a range of topics, from macroeconomic and investment insights to key global developments across asset classes.

7 MIN VIDEO

Perspectives • August 20, 2025 Winslow Capital Quarterly Update Barry Peters, Managing Director at Winslow Capital, provides an update and outlook on large-cap growth.

5 MIN READ

Perspectives • July 14, 2025 Top 5 Muni Market Insights 2025: Mid-Year Update MacKay Municipal Managers share mid-year insights. See how our five key municipal themes are tracking.

2 MIN READ

Perspectives • July 2, 2025 Infographic: The Case for Active ETFs Active ETFs are experiencing explosive growth fueled by investor demand for professionally managed, transparent, and flexible investment solutions amid market volatility and higher taxes.

8 MIN READ

Perspectives • June 30th, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 3Q25 In MacKay Shields’ latest outlooks, the investment teams explore key trends shaping the fixed income market and examine the evolving risk and return dynamics in global fixed income.

2 MIN READ

Perspectives • June 23, 2025 Meet the Managers In this exclusive video series, our portfolio managers share their perspectives on markets, risk, and what drives their decision-making.

55 MIN VIDEO

Events and Webcasts • June 11, 2025 Lower Middle Market Direct Lending: Weatherproofing Private Markets Portfolios Tune in to the Investment & Pensions Europe webinar replay featuring Lynn Rehn and Junaid Sozer, Managing Directors at Apogem Capital, for a deep dive into the structural advantages and resilience of lower middle market direct lending.

4 MIN READ

Perspectives • June 10, 2025 Unlocking A Liquid, Capital-Efficient Path Into Asset-Based Lending Through SECR As investors continue to increase allocations to private credit, the NYLI MacKay Securitized Income ETF (SECR) offers a liquid, scalable, and transparent alternative to traditional asset-based financing (ABF).

4 MIN VIDEO

Perspectives • June 3, 2025 Key Insights on Multi-Sector Positioning with Neil Moriarty Neil Moriarty, Co-Head of Global Fixed Income at MacKay Shields, shares timely insights on positioning within multi-sector fixed income.

Perspectives • June 2, 2025 Trust or Bust: The Next Era of Global Debt Sustainability Debt is sustainable at any level if investors maintain demand for the debt at interest rates the borrower can afford.

3 MIN READ

Perspectives • May 30, 2025 Liquidity Management is Critical Investors should give well-thought-out liquidity stronger consideration to managers with prudent, management practices.

3 MIN READ

Perspectives • May 19, 2025 Shareholder Yield Strategies Aims to Navigate Risk Amid Market Volatility Kera Van Valen, CFA, Managing Director, Portfolio Manager, Epoch Investment Partners, provides insights on the current economic environment.

2 MIN READ

Perspectives • May 9, 2025 Infographic: Charting U.S. Trade Relationships Understanding the dynamics of U.S. trade relationships is essential for investors. A balanced perspective can help you identify potential risks and uncover valuable investment opportunities.

29 MIN VIDEO

Events and Webcasts • May 8, 2025 Navigating Complex Bond Markets with MacKay Shields Watch MacKay Shields’ panel of specialty fixed income experts discuss the current market landscape and considerations for investors amongst recent policy decisions and heightened volatility.

8 MIN READ

Perspectives • April 30th, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 2Q25 In MacKay Shields’ latest outlooks, the investment teams review how recent tariff announcements have sparked significant market reactions, leading to wider spreads and increased recession risks, and the opportunities presented within the fixed income asset class.

5 MIN READ

Perspectives • April 30, 2025 All-Weatherproofing Institutional Portfolios Apogem Capital insights in the lower middle market across private equity, private credit, and private real assets, supported by favorable supply-demand dynamics and a demonstrated ability to perform across cycles.

4 MIN READ

Perspectives • April 22, 2025 A Commitment to Quality Through Market Cycles Samuel Weiss, CFA, Investment Specialist and Client Portfolio Manager at PineStone Asset Management, provides timely insights into the current market turbulence and how they are positioning themselves.

3 MIN READ

Perspectives • April 22, 2025 Resilience Amid Volatility and a Focus on Fundamentals Matt Navins, Client Portfolio Manager at Fiera Capital, provides insights on the current macroeconomic environment and how they're positioning themselves ahead of the market uncertainty.

Events and Webcasts Geopolitics and Politics: Investing in a Shifting World Order The resurgence of great power politics is fundamentally reshaping the relationship between geopolitics and economies.

42 MIN VIDEO

Events and Webcasts • April 18, 2025 Weathering Market Volatility - Muni Market Update with Bob DiMella The MacKay Municipal Managers team remains vigilant in assessing changes that the recent tariff policy’s impact has on the broader municipal market.

32 MIN VIDEO

Events and Webcasts • April 10, 2025 The Impact of U.S. Tariffs on Equity Markets Watch Justin Kelly, CEO, CIO and Portfolio Manager of Winslow Capital, provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.

26 MIN VIDEO

Events and Webcasts • April 9, 2025 Municipal Bond Market Update: Key Performance Drivers Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, shares timely insights on the municipal bond market

4 MIN READ

Perspectives • April 1, 2025 The End of Increasing Index Concentration Winslow Capital Management discusses why the recent trend of increasing index concentration may be coming to an end.

5 MIN READ

Perspectives • January 26, 2026 Look Beyond Core Bonds to Unlock Diversified Sources of Returns Core bonds have always been a staple in investment portfolios and will likely continue to play an important role in the future.

3 MIN READ

Perspectives • March 26, 2025 US Banks: Could Regulation Roll Back Go Too Far? U.S. banks remain strong, with profitability and regulatory support likely improving as reforms are rolled back.

2 MIN READ

Perspectives Infographic: Trading Under Trump As President Trump’s second term progresses, it’s crucial to look back at the market trends from his first term to identify potential opportunities.

10 MIN READ

Perspectives • March 18, 2025 Finding Value by Stepping Down in Credit Quality Investors often assume that stepping down in credit quality means taking on significantly more risk —but the data tells a different story.

5 MIN READ

Perspectives • March 14, 2025 Navigating Market Volatility: Key Insights on Multi-Sector Bond Positioning Hear from Neil Moriarty on MacKay’s Strategic Bond strategy, which seeks alpha through underappreciated sectors and market volatility.

2 MIN VIDEO

Perspectives • March 5, 2025 MacKay Moments - Using High Yield in an Uncertain Environment How should asset allocators be thinking about high yield bonds as part of their toolkit in this uncertain environment of 2025?

3 MIN READ

Perspectives • February 10, 2025 Credit Duration Barbell: Optimizing Risk for Income Generation The decision to extend duration or stay short has proven to be quite difficult over the past few years.

3 MIN READ

Perspectives • February 7, 2025 A Compelling Case for Diversification Beyond Treasuries: Echoes of the Mid-1990s MacKay Shields Global Fixed Income team believes that the current economic and market conditions provide a powerful case for diversifying into a broader set of fixed-income opportunities.

2 MIN READ

Perspectives • February 4, 2025 Infographic: What History Reveals About Interest Rate Infographic: What History Reveals About Interest Rate

2 MIN READ

Perspectives • February 4, 2025 Infographic: The Record $6 Trillion in Cash on the Sidelines With the rate hiking cycle possibly nearing its end, is it time to deploy the capital that has been stockpiled in money market funds?

2 MIN READ

Perspectives • February 5, 2025 Consider MSTIX Amid Declining Money Market Yields As money market yields decline, tax-equivalent yields from short-term muni funds could be considered an attractive alternative

5 MIN READ

Perspectives • January 28, 2025 Swan Lake: The risks that would most disrupt consensus in 2025 We explore the possible domino effects of potential ‘black swan’ events – and the disruptive risks.

Infographic: The Tax-Loss Harvesting Advantage

3 MIN READ

Perspectives • January 23, 2025 The Tax-Loss Harvesting Advantage No one likes losing money on investments, but it turns out it can have a silver lining. Through tax-loss harvesting, you can use losses to reduce your taxes.

8 MIN READ

Perspectives • January 23, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 1Q25 In MacKay Shields’ latest outlooks, the investment teams review how the US economy's sustained momentum has implications on fixed income markets, and strategic investment approaches for navigating the evolving financial landscape for 2025.

3 MIN READ

Perspectives • January 10, 2025 Three Reasons to Allocate to Short Duration High Yield in 2025 By diversifying exposure to both rate and credit risk with short duration high yield, investors may best position themselves to help achieve favorable investment outcomes.

5 MIN READ

Perspectives • January 9, 2025 2025 Municipal Market Outlook MacKay Municipal Managers provides their 2025 outlook for the municipal markets.

3 MIN VIDEO

Perspectives • January 7, 2025 MacKay Moments - Using High Yield in an Uncertain Environment How should asset allocators be thinking about high yield bonds as part of their toolkit in this uncertain environment of 2025?

Events and Webcasts • November 19, 2024 Are Small- and Mid-cap Equities Primed for Growth? Learn why now may be the time to consider diversifying client holdings to include SMID stocks.

27 MIN VIDEO

Events and Webcasts • October 4, 2024 Fireside chat: Private equity - Positioning for the rebound Rising interest rates, inflationary pressures as well as economic and geopolitical uncertainty has seen private equity deal activity dry up in recent years.

Events and Webcasts • September 18, 2024 Inflection Point: Pivot with Munis and High Yield Join us for a live presentation where our portfolio managers will address navigating a shifting interest rate environment and optimizing fixed income portfolios.

Events and Webcasts Artificial Intelligence: From Imagination to Investment Our webinar, "Artificial Intelligence: From Imagination to Investment", explores the transformative potential of artificial intelligence as we navigate this rapidly evolving landscape.

Events and Webcasts 2024 Global Private Markets Outlook: Prepare to Pivot As the global interest rate cycle shifts, what strategies can qualified investors employ to seize capital opportunities?

36 MIN VIDEO

Events and Webcasts • May 6, 2024 Webcast Replay: Girl Math: Make Investing Work for You In celebration of Mother’s Day, our webcast provides insights into the speakers’ journeys into finance, passion for investing, and an overview of the economy.

2 MIN READ

Events and Webcasts • November 7, 2023 Replay: Unlocking Investment Opportunities in a Changing World In a recent webinar, industry experts came together to discuss the intricacies of (re)globalization and its impact on the ever-evolving global economic landscape.

30 MIN REPLAY

Events and Webcasts • July 24, 2023 Webinar: Using High Yield As an Equity Substitute to De-Risk Client Portfolios Joseph Maietta and Craig Mepham of MacKay Shields discussed improvements in the high yield market, fundamentals and valuations, and relative performance against equities.

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