Rising inflation, supply chain disruptions, the Russia-Ukraine war, monetary tightening, soaring energy prices, and the continuing impact of the pandemic has set off a tsunami of economic repercussions across global capital markets. These unprecedented events mean navigating uncharted and decidedly choppy waters – unlike anything most investors have ever experienced.
At New York Life Investments, our independent investment managers offer a wide range of perspectives to help institutional investors explore the risks, opportunities, and key considerations to navigate today’s complex and challenging investment landscape.
The Middle Market & Paradigm Shifts
Exploring the current state of private markets, its evolution since the Global Financial Crisis, and performance during previous recessions to understand how private markets might fare.
At the end of a difficult first half of 2022, market participants continue to face downward revision of global growth expectations and significant headwinds.
The Fed dramatically shifted its policy in response to rising inflation, pulling forward planned tightening measures and sparking a significant upward move in U.S. government bond yields.
Entering the second half of 2022, it’s time to reflect on what mattered the most during the first six months of the year and what’s likely to be important for the rest of the year.
Finding Resilience in the Fed’s Bear Market
Stubborn inflation and the Fed's resulting aggressive policy approach have narrowed the opportunity for a “soft economic landing” in the U.S.
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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.
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