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As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia are joined by Pat Burton, Portfolio Manager at Winslow Capital Management, to discuss opportunities in growth equity investing. 
As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia host Adam Illfelder of Wellington Management to discuss opportunities in value equities, continuing their August series of hosting equity portfolio managers from across the New York Life Investments platform. 
As interest rates rise, volatility has hit equities hard. How should investors think about equity investing amid high inflation and slowing economic growth? This week on the podcast, Lauren and Julia are joined by Jon Miniman, Portfolio Manager at CBRE Investment Management, to discuss opportunities in real estate equity investing. 
This week, Lauren and Julia tie together the themes presented in the Multi-Asset Solutions team's Midyear Economic and Investment Outlook: how to allocate for resilience?
This week, Lauren and Julia discuss one of the themes presented in the Multi-Asset Solutions team’s Midyear 2022 Economic and Investment Outlook: is the U.S. headed for recession?
This week, Lauren and Julia discuss one of the themes presented in the Multi-Asset Solutions team’s Midyear 2022 Economic and Investment Outlook: when will the market pain stop? 
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the impact of rising rates on fixed income investment opportunities. This week, Lauren and Julia are joined by Mike Denlinger, Director and Portfolio Manager at MacKay Shields, to discuss opportunities in municipal bonds, or munis. 
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the impact of rising rates on fixed income investment opportunities. This week, Lauren and Julia are joined by Art Torrey, Head of the High Yield Credit Group at New York Life Investors, to discuss opportunities in floating rate strategies. 
The Fed is on the move, and Market Matters is pulling in investment perspectives from across the New York Life Investments platform to decipher the impact of rising rates on fixed income investment opportunities. This week, Lauren is joined by Nate Hudson, Portfolio Manager at MacKay Shields, to discuss opportunities in high yield. 
May’s inflation figures surprised to the upside, and energy was a main culprit. And looking ahead, with Europe limiting its purchases of Russian oil and gas, higher global prices are all but guaranteed. Lauren and Julia unpack this dynamic for the real economy, and how investors can adapt. 
Lauren and Julia are joined by Multi-Asset Solutions Chief Economist Poul Kristensen to discuss the forces pulling on U.S. consumers. How long can this major engine of the U.S. economy be resilient to higher prices and uncertainty? 
Lauren and Julia provide an update on Emerging Markets equities, and discuss when a buying opportunity might emerge. 
Lauren and Julia discuss the causes and asset allocation implications of recent – and remarkable – market volatility. 
Lauren and Julia tie together the choices companies can make in today’s high-inflation environment with conclusions from the Q1 2022 equity earnings season.
Lauren and Julia are joined by special guest Steve Cianci, co-head of Global Fixed Income at MacKay Shields, to discuss high-conviction investment ideas in fixed income following the Federal Reserve’s May meeting. 
Lauren and multi-asset portfolio strategist Julia Hermann present their Q2 outlook, and argue that it’s economic growth, not inflation, that matters most for asset allocation.
Lauren and multi-asset portfolio strategist Julia Hermann discuss market expectations for inflation and interest rates – and how to invest if they are peaking. 
Back to the growth vs value debate: Lauren and Multi-Asset portfolio strategist Julia Hermann discuss how to position amid late-cycle market dynamics. 
What’s next for the U.S. Dollar? Lauren and Multi-Asset portfolio strategist Julia Hermann discuss what is driving the U.S. Dollar, and what this means for investments. 
Inflation appears to be here to stay. CIO of IndexIQ Sal Bruno joins Lauren to discuss inflation’s multi-faceted impact to portfolios, and how to balance them in a portfolio. 
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