Impacts of inflation and geopolitical events on investment portfolios – NYL – 3.16.22

Overview:
Title: Impacts of inflation and geopolitical events on investment portfolios
Date: Wednesday, March 16, 2022
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

For more than a decade, we have become accustomed to persistently weak inflation. As inflationary pressures strengthened, coupled with recent tensions in Eastern Europe, we have witnessed a variety of implications – particularly when it comes to their influence on monetary policy decisions globally.

Less monetary accommodation contributes to higher interest rates, thereby impacting borrowing costs as well as the tradeoff between stocks and bonds. In the long term, inflation also can act as a tax on wealth and investment returns overall, causing shifts in investor sentiment and positioning.

At New York Life Investments, we believe in the power of deep domain investment expertise and diverse thinking. Given inflationary concerns, recent geopolitical risks, and their investment implications, we asked our seasoned investment experts which strategies they would recommend now and why.

Join us for a live webcast to discuss:

  • Current inflationary and geopolitical pressures and their impact on the structure of investment portfolios over the short-, medium-, and long-term
  • High conviction investment ideas from our experts at MacKay Shields, NYL Investors, CBRE Investment Management, and Wellington Management
  • Key takeaways for building more resilient portfolios

Speakers:
SpeakerName Steve Sciortino Managing Director New York Life Investments

Steve is Head of the Product Management Group at New York Life Investments, responsible for driving product strategy and leading the product management efforts across Funds and ETFs to provide product and market insights, investment updates, data analytics, and competitive analysis to various internal and external partners.
SpeakerName Stephen R. Cianci, CFA Senior Managing Director MacKay Shields LLC

Steve is Co-Head of the Global Fixed Income Team at MacKay Shields. As the Co-Head of the Multisector Strategies for the Global Fixed Income group, he is responsible for all investment decisions across those strategies which include Core, Core Plus, and Unconstrained portfolios.
SpeakerName Arthur S. Torrey Managing Director NYL Investors

Arthur is a Portfolio Manager in the High-Yield Credit Group. He joined New York Life Investments in 2006 and is responsible for the management of non-investment grade assets including floating rate loans and high-yield bonds. He is also a portfolio manager on all floating rate loan mandates including retail mutual funds, institutional accounts, and CLOs.
SpeakerName Joseph P. Smith, CFA Chief Investment Officer CBRE Investment Management, Listed Real Assets

Joseph is the leader of the firm’s Listed Real Assets platform and the chair of the firm’s Management Committee. In addition, he is a member of the CBRE Global Investors Executive and Global Investment Committees.
SpeakerName Christy Capriccio, CFA Vice President, Client Group Wellington Management

Christy is a Portfolio Advisor at Wellington Management, responsible for representing the firm’s global investment capabilities. In this role, she works closely with the firm’s Value team and articulates the team’s strategy and positioning externally — as she advises clients, prospects, and consultants on global investing concepts.
The views to be discussed are from MacKay Shields, NYL Investors, CBRE Investment Management, and Wellington Management, and do not necessarily reflect the views of New York Life Investment Management LLC or its affiliates. New York Life Investments engages the services of affiliated, federally registered investment advisors such as MacKay Shields LLC and NYL Investors LLC, and unaffiliated, federally registered investment advisors, such as CBRE Investment Management and Wellington Management. The products and services of New York Life Investments’ boutiques are not available to all clients and in all jurisdictions or regions.

This seminar is for informational purposes only. The guest speakers appearing at this seminar are solely responsible for the content of their presentations, which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.

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