We think the investment environment over the next 6-12 months will be defined by
a few key themes:
Where are we in the economic cycle?
- A deterioration in profit margin will signal the cycle’s turn
- Productivity will relieve pressure on profit margins and the Fed
- International markets are becoming less attractive
How can investors lean into a volatile market?
- Building income
- Further diversification
Private markets: bubble or opportunity?
- Why has capital flowed to private markets?
- What are the risks?
- Investing in private markets
What keeps us up at night?
Learn more about New York Life Investments’ Multi-Asset Solutions team, our investment process, and our partnerships on pages 25-26.
Based on our views, we believe the following takeaways are key for investors:
This material represents an assessment of the market environment as at a specific date; is subject to change; and is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding the funds or any particular issuer/security. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. This material contains general information only and does not take into account an individual’s financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision. New York Life Investments is a service mark and name under which New York Life Investment Management LLC does business. New York Life Investments, an indirect subsidiary of New York Life Insurance Company, New York, NY 10010, provides investment advisory products and services. Securities distributed by NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302.