High Conviction Investment Ideas for 2023
Slow growth is projected to continue due to aggressive central bank policy and persistently high inflation. In our 2023 outlooks, we explore how a risk-off investment approach that favors diversified portfolio allocations across sectors could help investors be well-positioned to weather potential market volatility across key themes and asset classes: ESG, Fixed Income, Private Equity & Private Credit, and Multi-Asset.
A leader in private markets positioned to unlock value in the middle market. We combine industry knowledge, deep domain expertise, and seasoned experience in the middle market with a focus on creating long-term value.
Multi-specialist asset manager focused on fixed income, equity, thematic investing, absolute return strategies, sustainable investments and asset allocation as well as tailored solutions and advanced liability-driven investing for pension funds and insurers.
IndexIQ is a pioneer and leading provider of exchange traded funds (ETFs), granting investors access to innovative solutions designed to deliver a smarter approach to traditional investing.
Enter your email address to subscribe
This material is for institutional investors only.
No representation is being made that any account, product, or strategy will or is likely to achieve profits. This material has been prepared for informational purposes only, and is not intended to provide, This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal, or volatility of returns. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors, and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. No representation is being made that any account, product, or strategy will or is likely to achieve profits. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Clients should consult your tax or legal advisor regarding such matters. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
New York Life Investment Management’s professionals across the firm from different divisions and entities regularly produce content related to markets around the world. Given the difference in areas of focus, investment styles, the varied goals, time horizons, and risk appetites, individuals may have different views on similar topics. The views expressed in materials created and disseminated by New York Life Investment Management’s professionals are marked to note their business of origin within New York Life Investment Management to minimize confusion.
Ausbil, Apogem Capital, Candriam, MacKay Shields and IndexIQ are affiliated investments advisors under the “New York Life Investments” brand name.
NYL Investors LLC is a direct wholly owned subsidiary of New York Life Insurance Company.
Kartesia Management, Tristan Capital Partners are minority owned investment advisors under the brand name “New York Life Investments”
Multi-Asset Solutions team is a part of New York Life Investment Management LLC, an indirect wholly owned subsidiary of New York Life Insurance Company.
“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.
The products and services of New York Life Investments’ boutiques are not available to all clients and in all jurisdictions or regions.