New York Life Investments presents a weekly podcast from our Multi-Asset Solutions team. Hosts Lauren Goodwin and Robert Serenbetz bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio.
Make no mistake, the economic recovery is underway. Ongoing vaccine rollout paired with substantial monetary and fiscal policy support in the developed world has pushed demand to record highs. Global estimates of corporate and economic growth are accelerating and a ‘hot vax summer’ (aka an economic services boom accompanying a waning pandemic) is underway. Will the party end with a nasty hangover? Or can investors find opportunity amid the risk of reflation.
Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investments. The podcast will be available on this site, the podcast’s home page, and all your favorite podcast platforms such as Spotify , iTunes, and Alexa.
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