May 23, 2025

New York Life Investments

A diversified, global asset management firm with over $754 billion in assets under management, offering clients access to specialized, investment teams through its family of affiliated boutiques.

Navigating Complex Bond Markets with MacKay Shields

Watch MacKay Shields’ panel of specialty fixed income experts discuss the current market landscape and considerations for investors amongst recent policy decisions and heightened volatility.

https://www.newyorklifeinvestments.com/events/navigating-complex-bond-markets-with-mackay-shields

More from New York Life Investments

Macro Pulse: Turning Leaves, Turning Points

https://www.newyorklifeinvestments.com/global-markets/macro-pulse

Sep 08, 2025

Macro Pulse: Dog Days, Data Shifts (Global Market Strategy)

https://www.newyorklifeinvestments.com/global-markets/macro-pulse

Aug 12, 2025

The Fed’s Labor Market Dilemma (Global Market Strategy)

https://www.newyorklifeinvestments.com/insights/market-insights-video-series

Aug 12, 2025

Political and Policy Pressures on the Fed

https://www.newyorklifeinvestments.com/insights/market-insights-video-series

Jul 29, 2025

The Missing Core: Why Taxable Municipals Deserve Strategic Attention Amid Uncertainty (Mackay Shields)

https://www.newyorklifeinvestments.com/mackay-shields/assessing-the-price-of-uncertainty

Jul 29, 2025

Infrastructure Earnings: More growth for less volatility (Ausbil)

Essential infrastructure offers stronger, more stable growth than global equities, with supportive macro trends and valuations creating a compelling entry point.

Jul 24, 2025

Mid-year Economic & Equity Market Outlook (Ausbil)

Australia’s economy remains resilient, supported by stable growth, trade strength, and structural investment themes.

Jul 24, 2025

Mid-year Global Economic & Global Equity Outlook (Ausbil)

Global equities are rebounding amid easing tariffs and structural tailwinds like AI, infrastructure, and decarbonisation.

Jul 24, 2025

Apogem Mid-Year Review

https://www.linkedin.com/posts/apogem-capital_apogem-capital-2025-mid-year-review-activity-7353132488983998465-MrHW/?utm_source=share&utm_medium=member_desktop&rcm=ACoAABdJf6IBWS7XRk_NS8B0t9glGK73iqQYoPQ

Jul 24, 2025

The Law of the Strongest (Candriam)

https://www.candriam.com/en/professional/insight-overview/topics/asset-allocation/the-law-of-the-strongest/

Jul 24, 2025

Slowdown on the Horizon… (Candriam)

https://www.candriam.com/en/professional/insight-overview/topics/asset-allocation/slowdown-on-the-horizon/

Jul 24, 2025

Credit in the Crosshairs: Navigating the Balance Between Technical Momentum and Fundamental Fragility (Candriam)

https://www.candriam.com/en/professional/insight-overview/topics/fixed-income/credit-in-the-crosshairs-navigating-the-balance-between-technical-momentum-and-fundamental-fragility/

Jul 24, 2025

Global Fixed Income 3Q25 Outlook (MacKay Shields)

https://www.newyorklifeinvestments.com/mackay-shields/insights/specialty-fixed-income-outlooks-3q25/global-fixed-income-3q-2025-outlook

Jul 22, 2025

Macroeconomic 3Q25 Outlook (MacKay Shields)

https://www.newyorklifeinvestments.com/mackay-shields/insights/specialty-fixed-income-outlooks-3q25/macro-3q-2025-outlook

Jul 22, 2025

High Yield 3Q 2025 Outlook (MacKay Shields)

https://www.newyorklifeinvestments.com/mackay-shields/insights/specialty-fixed-income-outlooks-3q25/high-yield-3q-2025-outlook

Jul 22, 2025

Convertibles 3Q 2025 Outlook (MacKay Shields)

https://www.newyorklifeinvestments.com/mackay-shields/insights/specialty-fixed-income-outlooks-3q25/converts-3q-2025-outlook

Jul 21, 2025

Emerging Market Debt 3Q 2025 Outlook (MacKay Shields)

https://www.newyorklifeinvestments.com/mackay-shields/insights/specialty-fixed-income-outlooks-3q25/emerging-markets-debt-3q-2025-outlook

Jul 21, 2025

2025 Municipal Bond Market Insights: Mid-Year Update (MacKay Shields)

https://www.newyorklifeinvestments.com/insights/2025-municipal-market-insights-midyear

Jul 15, 2025

CE Webinar “Macro in the Midyear Sun”

https://event.on24.com/wcc/r/5004379/9D8D584E49F8A76C962621A2CAD9ED01?partnerref=Web

Jul 07, 2025

Macro in the Midyear Sun

https://www.newyorklifeinvestments.com/global-markets/macro-pulse

Jul 07, 2025

Infographic: The Case for Active ETFs

https://www.newyorklifeinvestments.com/assets/documents/perspectives/infographic-the-case-for-active-etfs.pdf

Jul 03, 2025

Geopolitical risk in a shifting world order

https://www.newyorklifeinvestments.com/global-markets/geopolitics?cmpid=10090:knc:gl:33042:066&gad_source=1&gad_campaignid=22522335089&gbraid=0AAAAADvdIAnjsyrHKiYP6wBA1Wx8Gb-Jx&gclid=EAIaIQobChMImtuEk_WZjgMVcF3_AR2cGhs5EAAYASAAEgK1PfD_BwE&gclsrc=aw.d

Jun 23, 2025

Jason Cherry

(Private Credit) All-Weatherproofing Institutional Portfolios: The Lower Middle Market Edge (Apogem Capital)

https://www.newyorklifeinvestments.com/institutional/global-private-markets

Jun 23, 2025

2025 Megatrends: Trust or Bust: The Next Era of Global Debt Sustainability (Global Market Strategy)

https://www.newyorklifeinvestments.com/insights/2025-megatrends

Jun 17, 2025

ower Middle Market Direct Lending: Weatherproofing Private Markets Portfolios (Apogem Capital)

https://www.newyorklifeinvestments.com/events/lower-middle-market-direct-lending-weatherproofing-private-markets-portfolios

Jun 13, 2025

5-YEAR EXPECTED RETURNS

The Stale Renaissance

We’re in both an age of enlightenment and an age of turmoil. The progression embodied in artificial intelligence is being met with the regression of incoherent and threatening policies from the US. That’s why we’ve called this year’s edition of Expected Returns ‘The Stale Renaissance’ to reflect this paradox.

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