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.

Recent Insights

Fixed Income

Perspectives June 27, 2025

Our Approach to the Tax-Exempt High Yield Market

Join Mike Perilli this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.

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.

3 MIN READ

Navigating Market Volatility: Key Insights on Multi-Sector Bond Positioning

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.

High Yield 2Q25 Outlook

Explore how U.S. high yield remains resilient amid trade tensions, as wider spreads and solid fundamentals enhance risk-adjusted opportunities.

Convertibles 2Q25 Outlook

As volatility rises, convertibles stand out with downside protection and fundamentals-led value.

Emerging Market Debt 2Q25 Outlook

Discover why emerging market debt stands out as global tariffs rise, U.S. shocks ripple, and opportunities widen across credit and regions.

Global Fixed Income Outlook 2Q25

Amid renewed trade tensions and softening fundamentals, MacKay Shields examines the evolving risk and return dynamics in global fixed income.

Macroeconomic 2Q25 Outlook

Analyze the stagflationary tilt in today’s economy—where rising prices, slowing growth, and shifting Fed priorities are setting a new macro tone.

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.

Multi-Asset

Update on US Liberation Day

Ausbil notes Trump’s pro-growth policies may boost U.S. growth, global small caps, and infrastructure, despite trade tensions.

Equities

3 MIN PODCAST

Tariffs, Trade, and Tactics

Wellington provides their thoughts on how trade policy impacts investment strategy and the consumer landscape.

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.

A Commitment to Quality Through Market Cycles

Samuel Weiss of PineStone Asset Management provides timely insights into the current market turbulence and how they are positioning themselves.

Resilience Amid Volatility and a Focus on Fundamentals

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.

Who Benefits in a Trump 2.0 World?

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

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.

2025 Global Private Markets Outlook

Tackling the turning point: Four transitions impacting private markets allocation in 2025

Listed Infrastructure Offers Resilience Amid Higher Uncertainty

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.