Our audio insights series provides you with ongoing perspectives directly from the seasoned investment professionals at New York Life Investments. Each audio file offers a market update and a discussion of any potential impact on the asset class our experts specialize in investing.
INVESTMENT INSIGHTS AUDIO SERIES
Word on the Street
Our audio insights series provides you with ongoing persepctives directly from the seasoned investment professionals at New York Life Investments. Each audio file consists of a market update and discussion on potential impaces to the respective asset classes our investment experts specialize in.
INSIGHTS
Portfolio Manager Insights
Latest market and asset class perspectives directly from seasoned and skilled investment professionals.
High yield markets continue to benefit from strong fundamentals and resilient demand, despite tighter spreads and limited new issuance. We believe attractive yields and improving credit quality support a constructive outlook.
Convertible bonds continue to exhibit asymmetric characteristics, with the potential to participate in equity market upside while helping manage downside risk, supported by a strong issuance environment and disciplined positioning.
Trade de-escalation supports modest growth, but inflation risks, housing headwinds, and weaker labor supply may limit momentum and delay Fed easing.
4 MIN VIDEO
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.
Navigating Complex Bond Markets
MacKay Shields’ panel of specialty fixed-income experts discuss the current market landscape and considerations for investors given recent policy decisions and heightened volatility.
26 MIN VIDEO
Municipal Bond Market Update: Key Performance Drivers
Watch Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, share timely insights on recent developments in the municipal bond market.
Neil Moriarty, Co-Head of the Global Fixed Income team at MacKay Shields, discusses trends in multi-sector bonds, and MacKay’s Strategic Bond Strategy.
14 MIN VIDEO
High Yield Market Overview
Nate Hudson, CFA, Managing Director and Portfolio Manager, MacKay Shields High Yield Team, provides a high yield market update.
11 MIN PODCAST
Dissecting the Rise in Yields
MacKay Shields discuss the bond market, rising yields, and global economic trends, providing insights on investment opportunities in 2025.
Matt Navins, Client Portfolio Manager at Fiera Capital, provides insights on the current macroeconomic environment.
32 MIN VIDEO
The Impact of U.S. Tariffs on Equity Markets
Watch Justin Kelly of Winslow Capital provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.
3 MIN PODCAST
Why Defensive and Value Stocks Deserve a Closer Look
Wellington shares their thoughts on the current market landscape and why a pivot toward defensive, value-oriented stocks should be considered.
Ausbil notes Trump’s pro-growth policies may boost U.S. growth, global small caps, and infrastructure, despite trade tensions.
3 MIN PODCAST
Navigating Uncertainty: Where Fiera Sees Opportunity in 2025
Fiera Capital discusses navigating the current market environment and the potential opportunities in 2025.
5 MIN PODCAST
Four Key Equity Themes to Consider for 2025
Wellington highlights four themes to consider for 2025: monetary policy, US exceptionalism, equity market concentration, and small-cap equities.
3 MIN VIDEO
AI’s Role in Shaping the Future of Energy
Fiera discusses how AI is fueling energy demand and highlights potential investment opportunitities across power generation, renewable energy, and infrastructure.
Alternatives
Alternatives
Alternatives
6 MIN VIDEO
Why Listed Infrastructure Deserves a Second Look in 2025
Jeremy Anagnos, CIO, Lead Portfolio Manager at CBRE Investment Management discusses why listed infrastructure deserves a fresh look in today's market.
The asset class presents an attractive entry point for investors seeking consistent earnings growth and compelling total return potential
10 MIN VIDEO
CBRE Global Infrastructure Quarterly Update
Daniel Foley, CFA, Portfolio Manager at CBRE Investment Management, provides an update and outlook on global-listed infrastructure.
Important Information:
The market outlooks and insights presented reflect the views of affiliated or non-affiliated advisors. These opinions are subject to change without notice and may differ from those of other advisors within the New York Life Investments family of boutiques. Forward-looking statements are based on current assumptions and expectations, which are subject to change due to economic, market, or other conditions. There is no assurance that these opinions will be accurate. This material should not be used as investment advice, and does not constitute a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy.
Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal. This material is not intended for retail audiences in jurisdictions where its distribution is restricted. Please consult your financial professional for advice tailored to your individual circumstances.
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