As 2025 draws to a close, markets are shifting from resilience to recalibration. The Federal Reserve’s renewed easing cycle, moderating inflation, and steady global growth are reshaping both risk and opportunity across asset classes. Yet policy divergence, tight valuations, and ongoing geopolitical tensions continue to test investor's conviction.

At New York Life Investments, clarity comes from focus. Our boutiques combine deep research, active management, and long-term vision to pursue income stability, credit strength, and durable growth.

Our Q4 outlooks examine where selectivity counts most, spanning credit, convertibles, emerging markets, and private assets, and how investors can stay positioned for opportunity as markets shift.

     

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