'Twas the Friday before Christmas, when all through the office, Julia Hermann, CFA was stirring, writing a fun Christmas classic.
About us
New York Life Investments is comprised of the global asset management businesses of our parent company, New York Life Insurance Company. We offer clients access to specialized investment teams through our family of affiliated boutiques. Disclosure and guidelines: https://www.newyorklifeinvestments.com/info/social-media-policy
- Website
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https://www.newyorklifeinvestments.com/
External link for New York Life Investments
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Specialties
- Mutual Funds, Thought Leadership, Client Relationships, Investment Management, Fixed Income, Longevity, Equities, Index Solutions, ETFs, Infrastructure, Private Equity, Private Credit, Alternative Solutions, Inflation Protection, Income Generation, Volatility Management, Practice Management, Value Add Programs, and Municipal Bonds
Locations
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Primary
Get directions
51 Madison Avenue
New York, NY 10010, US
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30 Hudson Street
Floors 22-24
Jersey City, NJ 07302, US
Employees at New York Life Investments
Updates
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It’s an honor to see our CEO participating in these crucial industry conversations and sharing his insights on how New York Life Investments is navigating the changing landscape. #TeamNYLI #NYLIproud
It was a privilege to join Allspring Global Investments' chief executive Joe Sullivan and Edward Squire at this year's J.P. Morgan Asset Managers CEO Forum for a discussion on the forces transforming our industry today, including how to differentiate as an asset manager, the fast-growing wealth channel, the role of active vs. passive management in fixed income, the benefits of AI, and the continued shift to private markets. Against this backdrop, New York Life Investments is well-positioned to meet our clients' needs, supported by our diverse range of public and private investment capabilities, the complementary relationship between our strong insurer parent, New York Life Insurance Company, and our multi-boutique structure, and our history of delivering competitive investment results. My gratitude to J.P. Morgan and Edward for having me and for delivering another excellent edition of this marquee event.
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How can demographic shifts reshape your investment strategies? Discover how economic trends are influencing long-term investment opportunities: https://bit.ly/4iks4dW
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Although the 25-basis point cut was expected, our Global Market Strategy team delves into the surprises that emerged from today’s Fed meeting. #TheFed | #FederalReserve | #FOMC
❗Fed alert❗ Nothing like an eventful December Fed meeting to keep prevent investors from slipping into the holidays too early… While the 25bp cut was entirely expected, here's what did surprise the market: The hawkish shift in expectations for the policy rate isn’t over. The Fed’s Dot Plot now implies two cuts in 2025; hawkish versus the previously priced in ~3 cuts for 2025. This is a mere continuation of the sharp 100bp – now 125bp – upward adjustment we’ve seen in easing cycle expectations since September of this year. The market is now following the Fed: Fed Funds Futures consensus has now adjusted to expect 2 further hikes in 2025, occurring in the first half. The market’s initial reaction is squarely negative: Equities were down 3% and the 10Y Treasury yield topped its post-election high and surpassed 4.5% for the first time since May of this year. These moves reflect market dissatisfaction at the likelihood of lessened policy support, paired with the unwelcome reiteration that inflation remains the Fed’s #1 concern after 100bp worth of easing. What all of this means for investors: We’ve been warning about greater yield curve volatility as we learn more about and see the implementation of the next administration’s policies, and we expect this environment to persist through the first half of 2025. No, noise is not good for investor sentiment. But the good news is that this volatility may provide buying opportunities, including second and third chances for investors to deploy cash, add duration, and lock in higher rates.
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Join our Global Market Strategy team as they navigate the uncertainty of a slower rate-cutting cycle, global policy shifts, and high valuations. Get timely views and actionable answers to the 'hows' facing investors. https://bit.ly/4gfDVZd Lauren Goodwin, CFA | Julia Hermann, CFA | Michael LoGalbo, CFA
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ICYMI: Our Chief Market Strategist, Lauren Goodwin, CFA, spoke at the Milken Institute’s Middle East and Africa Summit on a panel focused on the private markets. The discussion explored the continued capital inflows into private equity, venture capital, and real estate despite uncertain macroeconomic conditions. With the growing overlap between public and private markets, Lauren and fellow industry experts examined how investors are adapting their strategies and what innovations are shaping the future of asset allocation. Watch the replay: https://bit.ly/3P0LOFY #MIGlobal | #PrivateMarkets | #Investing
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As we approach the year's end, it looks like the Fed won't be delivering any surprises. This week's #MacroMonday examines the latest inflation data and shares updates from the Global Market Strategy team's Macro Pulse report on asset allocation strategies. Read their detailed analysis here: https://bit.ly/3Se2ah2 #MarketInsights | #EconomicUpdate | #Investing | #Inflation | #TheFed
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Exciting news! We are thrilled to partner with Andera Partners to expand our European alternative investment capabilities, addressing the growing demand in private equity markets. Learn more*: https://bit.ly/3DtIKPZ *Subscription required
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Our fixed income specialist, MacKay Shields LLC, has released a new video featuring Robert P. Burke, CFA, co-head of their taxable municipal strategies. Robert provides insights on how investing in taxable municipal bonds may offer opportunities to generate income and potentially enhance diversification within your core bond portfolio. Check it out. #Munis | #MunicipalBonds | #MuniMarket | #MuniInsights | #Investments
Taxable municipals bonds can be a strategic complement to core bonds in your portfolio, helping to reduce risk and generate income. Direct conversations with US allocators and model portfolio managers have led them to carve out a standalone position in taxable municipals to be paired with their traditional core managers. Our video explains how taxable municipals can potentially offer a reliable income stream and enhance your core bond investments. Watch to learn more.
Taxable Municipals: Complement to Core Bonds
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Worried about high valuations? It may be time to look beyond them. Julia Hermann, CFA from our Global Market Strategy team shares how strong earnings and U.S. economic outperformance call for staying invested and seeking quality within U.S. equities. #MarketInsights | #EconomicUpdate | #Investing | #USequities
Market Insights | Bullish or bubble? Navigating rich valuations