Market Matters from New York Life Investment Management
Hosts Lauren Goodwin and Julia Hermann bring a fresh look at what matters for the economy, markets, and a multi-asset portfolio. Tune in for a weekly dose of what’s driving portfolio decision-making at New York Life Investment Management.
Market Matters from New York Life Investment Management
Trending: The K-shaped portfolio (September 14, 2020)
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In the midst of the pandemic, investors debated the shape of the economic recovery (V, L, U, W etc.) – an alphabet soup of options. We argued that the recovery would likely be K-shaped and proposed a blend of investments to capitalize on an environment where some companies thrive, and other companies struggle to survive. In this episode, special guest, Amit Soni, Portfolio Manager, joins the program to discuss his K-shaped portfolio.