Our latest insights
Perspectives on how this year's election will impact the market and investment portfolios, from industry experts across New York Life Investments.
Biden rides small blue wave into likely gridlock
Steven Friedman, MacKay Shields Global Fixed Income Team, believes a Biden presidency will focus on environmental regulation, immigration policy and trade- and technology-related issues with China.
Market reactions to heightened volatility and election uncertainty
Seasoned Portfolio managers consider potential market reactions, and discuss whether markets can be resilient under current conditions.
U.S. election implications: Technology
With the tech sector an increasing focus due to US-China tensions, antitrust scrutiny, and moderation of social media content, MacKay Shields discusses the impact of various election outcomes.
Will the U.S. election create an "inflationary boom" or "deflationary bust"?
Chris Watling of Longview Economics looks at two potential outcomes of the U.S. election.
Municipal bonds – staying disciplined and active through the Fall season
What's the state of the muni market and how will it be impacted by the upcoming election? Find out in the latest insights from MacKay Municipal Managers.
Election campaign enters overdrive: Choppy markets ahead
Epoch’s Senior Portfolio Management Team offers an in-depth analysis of each candidate's markedly different policy platforms and impacts on investors.
U.S. presidential election and financial services outlook
Regulation reflation not expected; Senior Macroeconomist Steven Friedman highlights the impact of election outcomes on the financial services sector.
The U.S. presidential election and the outlook for fiscal policy
With the economy only just emerging from a historic contraction, fiscal policy has taken on an increasingly important role in this year's election.
Election 2020: Portfolio positioning for November 4th and beyond
IndexIQ CIO Sal Bruno discusses what he and his colleagues view as the most “resilient” investment approaches, regardless of the election oucome.
Navigating the 2020 election
Our Multi-Asset Solutions Team illustrates potential implications of election outcomes, and why they believe a multi-asset focus on income makes sense.
Allocating assets through the 2020 election and beyond
CANDRIAM Portfolio Managers discuss the hotly contested upcoming election, and how they are seeking to maintain resiliency in portfolios.
