최고 New York Life Investments 팟캐스트 (2024)

1
Finding Value in the Home Stretch of 2024 23:52

1d ago23:52

23:52

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 post-election, down the home stretch of 2024. Ian is a Director, Credit Analyst and High Yield Municipal Trader with the team. Together, Ian and Chris assess how the election is already affecting the market, d…

1
Ballots, Bulls, and Bears: Trumped-Up Markets (November 11, 2024) 36:04

6d ago36:04

36:04

The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Representatives. What does it mean for investors? Which of the week’s market moves are likely here to stay? Lauren Goodwin, Julia Hermann, and Michael LoGalbo cover it all.…

1
Initial Post-Election Thoughts 4:19

9d ago4:19

4:19

We provide a quick initial take on the results of the November 2024 election 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…

1
Ballots, Bulls, and Bears: Policy continuity (November 4, 2024) 10:44

12d ago10:44

10:44

As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michael LoGalbo explore three key areas that are expected to remain steady this week on Market Matters.저자 New York Life Investments

1
Investor Appetite Anchors Municipal Bonds 3:48

16d ago3:48

3:48

The municipal market is benefiting from strong investor demand, and any slowdown in new supply could further boost performance. 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.c…

1
Rates back on the rise (October 28, 2024) 12:26

19d ago12:26

12:26

Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.저자 New York Life Investments

1
Ballots, Bulls and Bears: global allocation with Nadège Dufossé (October 21, 2024) 13:00

20d ago13:00

13:00

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change.저자 New York Life Investments

1
Temporary supply pressure opens the door to investment opportunities 2:40

23d ago2:40

2:40

Issuers are temporarily motivated to raise capital before any potential volatility that may arise from the election. 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 M…

1
Still Constructive in the Fourth Quarter 15:18

30d ago15:18

15:18

In this episode of The Muni 360 Podcast, host Chris Roberti is joined by Alex McLaughlin from the Los Angeles trading desk, a credit analyst specializing in the healthcare sector. Together, they explore key trends shaping the municipal bond market as we enter the fourth quarter of 2024, such as the notable rise in issuance. Alex shares his expert p…

1
The moderate, middling, muddle-through economy (October 14, 2024) 20:07

1M ago20:07

20:07

The economic scene is shifting, and so is the team’s outlook. Join Lauren Goodwin, Julia Hermann, and Michael LoGalbo as they unravel the Fed’s interest rate cuts and their impacts on the economy.저자 New York Life Investments

1
Supply & Hurricane Watch 5:22

1M ago5:22

5:22

Details on City of New York deal and credit surveillance during natural disasters. 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 por…

1
Ballots, Bulls and Bears: Tax policy and municipal bonds (October 7, 2024) 18:08

1M ago18:08

18:08

The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. How might tax policy evolve, and what does it mean for investors? Scott Sprauer of MacKay Municipal Managers joins host Lauren Goodwin to discuss all things tax policy and tax efficiency for investors.저자 New York Life Investments

1
Municipal Bonds Still Offering a Healthy Income Stream 5:29

1M ago5:29

5:29

A decline in supply post-election in conjunction with strong fund flows could help drive strong muni market performance. 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 MacK…

1
Ballots, Bulls, and Bears: the view from Washington (September 30, 2024) 24:44

2M ago24:44

24:44

This episode shares the political landscape ahead of the 2024 U.S. election with Jon Paone and Kerry Cole, members of New York Life Insurance Company’s Office of Government Affairs.저자 New York Life Investments

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

2M 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

2M 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.저자 New York Life Investments

1
Strong Issuance and Attractive Opportunities Continue 18:47

2M 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

2M 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.저자 New York Life Investments

1
Talking credit 3:56

2M 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

2M 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

3M 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

3M 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.저자 New York Life Investments

1
The Big Story In Munis 4:00

3M 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

3M 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.저자 New York Life Investments

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

3M 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

3M 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

3M 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

3M 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.저자 New York Life Investments

1
Allocation tweak pays off 3:53

4M 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

4M 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.저자 New York Life Investments

1
Relative Value On The Rise 2:40

4M 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.저자 New York Life Investments

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

4M 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.저자 New York Life Investments

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

4M 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

4M 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

4M 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

4M 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.저자 New York Life Investments

1
Robust Issuance Creates Opportunities 3:07

5M 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

5M 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.저자 New York Life Investments

1
Municipal Value Still at Elevated Levels 21:19

5M 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

5M 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.저자 New York Life Investments

1
Late Spring Strength 2:45

5M 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

5M 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.저자 New York Life Investments

1
Credit Check 3:18

5M 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

6M 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

6M 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

6M 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

6M 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

6M 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

6M 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.저자 New York Life Investments

1
Healthcare On The Mend 5:15

7M 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…

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