Τα καλύτερα New York Life Investments podcast (2024)

1
Are you making the most of the current opportunity? 3:35

2d ago3:35

3:35

We discuss how a temporary technical imbalance could resolve favorably, as well as the current shape of the municipal yield curve and the opportunities that it presents. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Lif…

1
Neutral or bust! (September 23, 2024) 14:28

6d ago14:28

14:28

The Federal Reserve went big, starting its easing cycle with a 50bp interest rate cut. Does the pace of easing matter? How far will the Fed go? How do allocation decisions change on the way down? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.Από τον New York Life Investments

1
Strong Issuance and Attractive Opportunities Continue 18:47

9d ago18:47

18:47

On this episode, host Chris Roberti sits down with Sunny Gill from the Los Angeles trading desk to discuss the municipal market as of September 2024. Sunny is a Portfolio Manager and Trader with focus on the investment grade segment of the market. Along with Chris, he guides the listener through updates on the municipal landscape, as attractive opp…

1
Ballots, Bulls and Bears: What’s at stake in the U.S. election, and who could win (September 16, 2024) 23:06

12d ago23:06

23:06

The first debate between Donald Trump and Kamala Harris has investors talking about what’s at stake in the U.S. election and who could win. Host Lauren Goodwin welcomes Jeff Bush of the Washington Update for his take on all things politics.Από τον New York Life Investments

1
Talking credit 3:56

16d ago3:56

3:56

Credit upgrades are still outnumbering downgrades Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields…

1
Private markets series: Real estate turning points with Tristan and NYL Real Estate Investors (September 9, 2024) 29:28

20d ago29:28

29:28

Commercial real estate has been in the news for its risks – related to office space – but interest rate turning points may be creating a generational opportunity for allocation. Simon Martin of Tristan Capital Partners and Thomas O’Hanlon of NYL Real Estate join host Lauren Goodwin to assess that turning point and how to manage it.…

1
Private markets series: Private credit with Kartesia and Apogem Capital (September 2, 2024) 27:42

27d ago27:42

27:42

Investors have flocked to private credit as higher interest rates meant higher yield. Now, with interest rates moving lower, credit managers are looking for differentiated sources of value add. Host Lauren Goodwin speaks with Patrick Koehl of Apogem Capital and Julien Rigon of Kartesia to identify how borrowers are faring, which areas of the asset …

1
Private markets series: the private equity landscape with Apogem Capital (August 26, 2024) 32:04

1M ago32:04

32:04

Private equity has been at a standstill for the last several quarters, but is that changing? Louise Smith of Apogem Capital joins host Lauren Goodwin to discuss the private equity landscape: capital conditions, opportunities, risks, and allocation ideas.Από τον New York Life Investments

1
The Big Story In Munis 4:00

1M ago4:00

4:00

Robust new issue supply is creating relative value opportunities. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers a…

1
Private markets series: The democratization of private markets with Bow River Capital (August 19, 2024) 24:14

1M ago24:14

24:14

Private markets are now accessible by retail investors, but is it a good thing? Jeremy Held of Bow River Capital joins host Lauren Goodwin to discuss the democratization of alts, associated risks, potential opportunities, and how investors can consider these dynamics for their portfolio.Από τον New York Life Investments

1
Sorting through a Complex, Yet Attractive Market Landscape 18:24

1M ago18:24

18:24

On this episode, host Chris Roberti sits down with Mike Denlinger from the Los Angeles trading desk to discuss how the muni market is looking in late summer 2024, portfolio positioning, an update on credit fundamentals and more. Mike is Managing Director and Portfolio manager with focus on the investment grade segment of the municipal business. So,…

1
Private markets series: our capital markets outlook (August 12, 2024) 17:04

2M ago17:04

17:04

Introducing: a new Global Private Markets Outlook from New York Life Investments. Lauren Goodwin shares how changes in the economy and capital markets are disrupting – and opening – this space. This episode is the first in a series of episodes sharing our view both from the macroeconomic perspective and from the on-the-ground perspective of our pri…

1
Volatility Creates Opportunities To Play Offense 2:39

2M ago2:39

2:39

This was the first month in some time where the high yield segment of the municipal bond market did not materially outperform investment grade segment. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.…

1
Medal worthy? Q2 earnings season (August 5, 2024) 9:32

2M ago9:32

9:32

Q2 earnings season is underway... what will it take to make the podium, and where are the disappointments? Julia Hermann and Michael LoGalbo commentate on this competition from the sidelines.Από τον New York Life Investments

1
Allocation tweak pays off 3:53

2M ago3:53

3:53

This was the first month in some time where the high yield segment of the municipal bond market did not materially outperform investment grade segment. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.…

1
2024 U.S. election: Policy, not politics (July 29, 2024) 15:03

2M ago15:03

15:03

The 2024 election season is already shaping up to be one of the wildest in history. With three and a half months until election day, Lauren Goodwin and Michael LoGalbo share how investors can stay about the noise and focus on policy, not politics when it comes to what could drive markets this year.Από τον New York Life Investments

1
Relative Value On The Rise 2:40

2M ago2:40

2:40

What’s up this week in the municipal markets? Find out. The Muni 360 Weekly Wrap Up Podcast covers the municipal landscape from the lens of the trading desk, supply/demand dynamics, views on volatility, and key themes for investors to consider.Από τον New York Life Investments

1
What small caps have to do with our recession view (July 22, 2024) 13:46

2M ago13:46

13:46

It’s midyear Macro Pulse time! Lauren Goodwin, Julia Hermann, and Michael LoGalbo share their midyear outlook, including an updated economic view, thoughts on the Fed, why small caps are rallying, and their best allocation ideas.Από τον New York Life Investments

1
2024 Top Five Insights – Mid-Year Update 25:04

2M ago25:04

25:04

On this episode, host Chris Roberti sits down with Bob DiMella from the Los Angeles trading desk to discuss how our Top Five Insights for 2024 have played out so far this year. Bob is the Co-Head & Co-CIO of MacKay Municipal Managers, and a Municipal Bond Portfolio Manager with focus on the investment grade segment of the market. Together, Bob and …

1
Prepare to (Fed) Pivot (July 15, 2024) 13:34

3M ago13:34

13:34

Our Fed cut checklist has been valuable tool for gauging this Fed's patient policy. For the last two years, only one of our four conditions was met. Now, others are falling in line. Lauren Goodwin and Julia Hermann discuss how recent data may finally bring a Fed pivot – and what that means for investors.…

1
No Shortage Of Interesting Opportunities 3:41

3M ago3:41

3:41

Robust supply is creating pockets of opportunity in the primary market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio mana…

1
Across the pond: summer election readout (July 8, 2024) 11:01

3M ago11:01

11:01

France and the UK have gone to the polls – with stakes that feel similar, but diverging market reactions. Lauren Goodwin and Julia Hermann discuss the lessons for investors on both sides of the pond.Από τον New York Life Investments

1
Robust Issuance Creates Opportunities 3:07

3M ago3:07

3:07

Pockets of weakness in the primary market are producing interesting opportunities for investors. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is…

1
New frontiers in AI: in conversation with Alex Cook 20:40

3M ago20:40

20:40

Lauren Goodwin hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transformation at New York Life. They focus on AI’s practical applications, ethical considerations, and the future impact of AI on client and company outcomes.Από τον New York Life Investments

1
Municipal Value Still at Elevated Levels 21:19

3M ago21:19

21:19

On this episode, host Chris Roberti sits down with Ian France from the Los Angeles trading desk to discuss the state of the municipal market now that we are approaching summer. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess the 2024 market, discuss opportunities in the high yield muni…

1
Investments in AI infrastructure with Simon Martin (June 17, 2024) 16:06

3M ago16:06

16:06

The infrastructure required to enable the AI boom is daunting – and presents investment opportunities across the real estate spectrum. Julia Hermann hosts Simon Martin, Chief Investment Strategist at Tristan Capital Partners, to explore the next phase of the AI buildout in the U.S. and Europe.Από τον New York Life Investments

1
Late Spring Strength 2:45

4M ago2:45

2:45

Investors are gearing up for a potentially lighter new issuance calendar ahead. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfo…

1
Venturing into AI with Joel Albarella (June 10, 2024) 28:21

4M ago28:21

28:21

With AI moving at lightning speed, venture capital offers a unique perspective into the pipeline of companies at the forefront of generative AI technology, related services, and infrastructure. Joel Albarella, Head of NYL Ventures, joins Julia Hermann to discuss this vantage point into AI investing.Από τον New York Life Investments

1
Credit Check 3:18

4M ago3:18

3:18

Overall, municipal credit is still in generally good shape. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacK…

1
Artificial Intelligence: from imagination to investment (June 3, 2024) 18:31

4M ago18:31

18:31

We can easily imagine a future state with AI at the center of innovation and investment. For investors, the most important question is: what does it take to get there? For Lauren Goodwin, Julia Hermann, and Michael LoGalbo, AI is an investment megatrend with long term impacts, but with investable approaches that are actionable today.…

1
Will strong issuance continue into summer months? 3:08

4M ago3:08

3:08

In 2024, we have finally seen new issue supply come into the market and demand has been strong as well. We dive into this phenomenon in greater detail. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.…

1
Managing geopolitical risk in portfolios (May 20, 2024) 14:08

4M ago14:08

14:08

Geopolitical risk has so much impact on navigating the markets, but can feel impossible to position around. Lauren Goodwin, Julia Hermann, and Michael LoGalbo talk through their framework for how geopolitical risks make their way into portfolios, and discuss investment approaches that can seek to protect against – or benefit from – macro volatility…

1
Municipal Resilience and Value Amidst an Evolving Macro Landscape 23:47

4M ago23:47

23:47

On this episode, host Chris Roberti sits down with Matt Hage from the Los Angeles trading desk to discuss the state of the municipal market so far in 2024. Matt is a Portfolio Manager and Trader with focus on the investment grade segment of the market, and along with Chris, he digs into the current rate and inflation narrative, portfolio positionin…

1
The Income in Fixed Income 6:16

5M ago6:16

6:16

Fixed income is essential to many investment portfolios with varying degrees of risk. Municipals have continued to provide a strong income profile, despite recent rate volatility. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by Ne…

1
U.S. commercial real estate: under the hood with Jon Miniman (May 6, 2024) 23:05

5M ago23:05

23:05

Commercial real estate has been considered a simmering risk for the U.S. economy. But amid pockets of stress, investors can find opportunity. Julia Hermann is joined by Jon Miniman, Global Portfolio Manager at CBRE Investment Management, for a look under the hood of listed real estate.Από τον New York Life Investments

1
Healthcare On The Mend 5:15

5M ago5:15

5:15

The fundamental outlook for the municipal health care sector is improving. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life Investments LinkedIn: MacKay Municipal Managers Presented by New York Life Investments www.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio m…

1
New Deal Roundup 5:56

5M ago5:56

5:56

This week Ian talks about how new issue municipal bond deals remain well-subscribed. Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLI…

1
U.S. banks check-up with Mark Kehoe (April 29, 2024) 24:25

5M ago24:25

24:25

A year after a near-crisis, U.S. banks are showing resilience. But with interest rate moves, an economic slowdown, and normalization from a pro-liquidity environment ahead, what is next for the banking sector? Julia Hermann hosts a comprehensive status update with Portfolio Manager and Credit Analyst Mark Kehoe of MacKay Shields.…

1
Macro Pulse, Part 2: our latest asset class views (April 22, 2024) 15:13

5M ago15:13

15:13

NYLIM’s Global Market Strategy team is handing listeners their allocation playbook. Lauren Goodwin, Julia Hermann, and Michael LoGalbo have teamed up to stack up their macro views, allocation approaches, and specific asset class views to help investors navigate not just this cycle, but the next.Από τον New York Life Investments

1
Traditional Municipal Market Nuances Back in the Fold 23:47

5M ago23:47

23:47

On this episode, host Chris Roberti sits down with Sunny Gill from the Los Angeles trading desk to discuss the municipal market now that we are into Q2 of 2024. Sunny is a Portfolio Manager and Trader with focus on the investment grade segment of the market, and along with Chris, he explores the recent lackluster municipal returns, the current attr…

1
Macro Pulse: our latest economic views (April 15, 2024) 18:24

6M ago18:24

18:24

This week on the podcast, Lauren Goodwin, Julia Hermann, and Michael LoGalbo launch their new economic outlook series: Macro Pulse. Tune in for their updated views on the global macro cycle themes impacting asset allocation.Από τον New York Life Investments

1
Dry Powder 6:06

6M ago6:06

6:06

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
TikTok, chips, and the U.S.-China tech squabble (April 8, 2024) 16:59

6M ago16:59

16:59

The U.S.-China tech relationship has risen to the top of many investors’ geopolitical concerns. From TikTok to chip production, the past few weeks have seen several developments in this relationship, carrying both risks and opportunities. Tune in as Lauren Goodwin and Julia Hermann unpack this long-term market force.…

1
Spread Love 5:32

6M ago5:32

5:32

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Did immigration deliver a soft landing? (April 1, 2024) 9:45

6M ago9:45

9:45

New data on immigration into the U.S. has sparked new discussions among economists. Is it the missing link to explain strong economic growth? Lauren Goodwin and Julia Hermann discuss what they learned – and what they didn’t – from the recent figures.Από τον New York Life Investments

1
The end of negative rates (March 25, 2024) 9:31

6M ago9:31

9:31

The Bank of Japan’s historic decision to end its Negative Interest Rate Policy has far-reaching implications for global investors. Lauren Goodwin and Julia Hermann discuss the shifts in Japan’s economy that allowed for this policy adjustment, and what it means for government bond demand and the long-term path of global interest rates.…

1
Springtime Technicals Usher in a Season of Opportunity 5:32

6M ago5:32

5:32

Welcome back to The Muni 360 Podcast from New York Life Investments. Join us as the seasoned, active investors at MacKay Municipal Managers provide valuable insights into the highly fragmented, complex, and inefficient municipal bond market. Follow Us Twitter @NYLInvestments Twitter @MacKayMuniMgrs Facebook @NYLInvestments LinkedIn: New York Life I…

1
Inflation: the long slog back to target (March 18, 2024) 16:51

6M ago16:51

16:51

2 months of slightly-too-hot inflation. A Fed meeting this week. A market eager for interest rate cuts. Lauren Goodwin and Julia Hermann are standing by their base case and sharing updated scenarios for prices ahead.Από τον New York Life Investments

1
The Value Of Picking Your Spots Wisely 16:21

7M ago16:21

16:21

On this episode, host Chris Roberti sits down with Alex McLaughlin from the Los Angeles trading desk to discuss how things are looking now that we’re several months into 2024. Alex is a Director and Credit Analyst with the team, and along with Chris, he breaks down the current rate and inflation narrative, the credit landscape, an overview of the h…

1
Thinking through dollar-based returns (March 11, 2024) 11:24

7M ago11:24

11:24

The dollar’s up – but what does a strong dollar really mean for investors? Julia Hermann and Michael LoGalbo navigate the maze of recent short-term dollar movements and how this can translate into an international investing approach.Από τον New York Life Investments

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