Our audio insights series provides you with ongoing perspectives directly from the seasoned investment professionals at New York Life Investments. Each audio file offers a market update and a discussion of any potential impact on the asset class our experts specialize in investing.
INVESTMENT INSIGHTS AUDIO SERIES
Word on the Street
Our audio insights series provides you with ongoing persepctives directly from the seasoned investment professionals at New York Life Investments. Each audio file consists of a market update and discussion on potential impaces to the respective asset classes our investment experts specialize in.
INSIGHTS
Portfolio Manager Insights
Latest market and asset class perspectives directly from seasoned and skilled investment professionals.
Key strategic themes, current market and performance data, expert commentary on market drivers, and in-depth regional and state-level fiscal and credit insights.
Convertibles delivered positive performance despite declining equities and rising rates, reinforcing their role as a differentiated allocation in uncertain markets.
Geopolitical risk is rising again as the Iran conflict ripples through energy and supply chains. Emerging markets are showing greater resilience, with performance driven more by country-level fundamentals.
Fixed income is entering a new phase. Higher yields and increased volatility are improving return potential, with income back at the center of outcomes. See where opportunities are emerging in our 2Q outlook.
2025 has been a very good period for the U.S Convertible market. Through the first eleven months of the year, the ICE BofA U.S. Convertible Index is up 18.48%, slightly ahead of the S&P 500’s 17.79% advance but trailing the NASDAQ’s 21.74% gain.
Our core view is that income generation (carry) will replace price appreciation as the primary driver of total returns. With inflation settling at a “sticky” 3% and the term premium rising, we are positioning for a “higher-for-longer” paradigm.
High yield continues to offer compelling income potential amid stable credit fundamentals and evolving issuance trends—from AI infrastructure to renewed M&A. Explore where we see opportunity in today’s recalibrated market.
Emerging Markets enter 2026 on strong footing, supported by Fed easing, resilient commodity prices, and a softer U.S. dollar - factors that continue to underpin EM fixed income.
Winslow Capital discusses the transition into an AI-driven disruption phase and its potential to reshape industries, market leadership, and investment opportunities.
9 MIN VIDEO
Winslow Capital Quarterly Update
Barry Peters, Managing Director and Client Portfolio Manager at Winslow Capital, provides their Q4 2025 quarterly update.
Global growth should firm in 2026 amid fiscal support and AI investment, with sticky inflation reinforcing the need for selective and diversified positioning.
Winslow expects U.S. Large Cap Growth to stay resilient as innovation and rapid AI adoption continue to support profit margins despite a soft macro backdrop.
U.S.–China tensions are expected to remain elevated but stable, creating selective opportunities in quality equities and globally diversified portfolios.
U.S. fundamentals, AI leadership, and solid earnings keep markets constructive, but persistent inflation and elevated rates make the path forward narrower and more dependent on profitable leaders.
Listed infrastructure has become a key beneficiary of 2025’s market drivers: AI buildout, rising U.S. power demand, supportive policies, and shifting rate expectations.
Important Information:
The market outlooks and insights presented reflect the views of affiliated or non-affiliated advisors. These opinions are subject to change without notice and may differ from those of other advisors within the New York Life Investments family of boutiques. Forward-looking statements are based on current assumptions and expectations, which are subject to change due to economic, market, or other conditions. There is no assurance that these opinions will be accurate. This material should not be used as investment advice, and does not constitute a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy.
Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal. This material is not intended for retail audiences in jurisdictions where its distribution is restricted. Please consult your financial professional for advice tailored to your individual circumstances.
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