Insights | New York Life Investment Management

Perspectives • September 20, 2026 Weekly Macro Pulse The Global Market Strategy team has published its 2026 midterm elections outlook.

5 MIN READ

Perspectives • September 18, 2026 Midterms 2026: The Stakes Beyond the Ballot Box As the U.S. heads toward its midterm elections on November 3, control of both chambers of Congress is in play. Whatever the outcome, the scope for major legislation over the next two years may be limited.

Perspectives • September 16, 2026 Private Markets Outlook: Resilience in an Evolving Landscape Private markets demonstrated resilience in the first half of the year, but as macroeconomic crosscurrents build, the path to outperformance is narrowing.

3 MIN READ

Perspectives • September 15, 2026 Higher Rates Are an Invitation for Broader Muni Adoption Munis get much cheaper. Could muni buyer base widen? • Diversification in munis.

Perspectives • September 14, 2026 Private Markets Outlook: Resilience in an Evolving Landscape Private markets remain resilient, but the path to outperformance is narrowing.

3 MIN READ

Perspectives • September 9, 2026 2026 Global Private Markets Outlook Private markets have shown resilience amid rising crosscurrent. Against this backdrop, the path to outperformance is narrowing.

5 MIN READ

Perspectives • MACRO PULSE The Long End Takes the Wheel Our outlook for the coming six to twelve months remains constructive, but the path forward has been challenged by a volatile rates environment.

Building Better Portfolios with Active ETFs

10 MIN READ

Perspectives • April 21, 2026 A Structural Shift in Flows Favoring Active ETFs See how active ETFs help navigate volatility and enhance income potential.

Perspectives • August 21, 2026 Finding Value After the July Sell-Off Yields jump, credit stays strong, and political risks rise. Eric Kazatsky and Jack Muller explain where the muni market stands after July’s correction.

2 MIN READ

Perspectives • August 20, 2026 Infographic: The Cost of Raising a College Graduate College costs add up fast, making planning all the more important.

5 MIN READ

Perspectives • August 5, 2026 2026 Global Investment Outlooks | New York Life Investment Management Where Opportunity Meets Uncertainty

Perspectives • August 3, 2026 HFXI International Investing International investing offers compelling opportunities, but it also introduces unique considerations for U.S. investors. In this three-part video series, our experts explore today's global investment landscape.

8 MIN READ

Perspectives • July 27, 2026 MacKay Shields Fixed Income Quarterly Outlooks – 3Q26 MacKay Shields' latest outlooks examine how resilient growth, sticky inflation, geopolitical uncertainty, widening dispersion, and demand for income are shaping opportunities in the second half of 2026.

8 MIN READ

Perspectives • July 23, 2026 The Wonderful World of Yield Shareholder yield investing looks beyond dividends to identify resilient sources of income and long-term value creation

5 MIN READ

Perspectives • July 23, 2026 The Russell 1000® Growth Index Has New Clothes Benchmark construction matters as AI-driven market changes reshape opportunities and risks in U.S. large-cap growth investing.

7 MIN READ

Perspectives • July 20, 2026 Optimizing a Small-Cap Allocation: Why the Building Blocks Matter Small-cap equities offer a compelling opportunity set with broader dispersion, greater inefficiency, and less analyst coverage than large caps.

5 MIN READ

Perspectives • July 20, 2026 Thoughts from the Desk: Small Companies Market dynamics driving leadership toward businesses that provide real-world capacity, supply chain resilience, and hard-to-replace assets.

Infographic: Investing Through Financial Distress

2 MIN READ

Perspectives • July 14, 2026 Investing Through Financial Distress Explore how periods of financial stress can influence investor behavior and why maintaining a long-term perspective can be valuable during periods of uncertainty.

5 MIN READ

Perspectives • July 13, 2026 2026 Municipal Market Outlook: Mid-Year Update | New York Life Investment Management MacKay Municipal Managers provide a mid-year status update on their 2026 outlook for the Municipal Markets.

10 MIN READ

Perspectives • July 12, 2026 Navigating Artificial Intelligence (AI) Velocity A structural approach to market acceleration

Perspectives Global Fixed Income’s Top 5 Investment Ideas for 2026: Mid-Year Outlook MacKay Shields Global Fixed Income team shares a mid-year update on their Top 5 Investment Ideas for 2026.

5 MIN READ

Perspectives • July 7, 2026 Powering AI in an Age of Anxiety CBRE discusses the rapid expansion of AI data centers and the opportunity in utilities and infrastructure.

Events and Webcasts • July 16, 2026 Top 5 2026 Muni Mid-Year Insights Webinar Join MacKay Municipal Managers for a mid-year update on the top 2026 themes and what they may mean for portfolios in the second half of the year.

4 MIN READ

Perspectives • June 2, 2026 Beyond the 'AI' Box Fiera Capital discusses the evolution of growth equity investing with AI.

5 MIN READ

Perspectives • May 28, 2026 Iran, Markets and the New Age of Geopolitical Leverage New York Life Investment Management sees a new playbook for investors seeking resilience in a more contested world.

5 MIN READ

Perspectives • May 26, 2026 Portfolio Manager Insights | New York Life Investment Management Latest market and asset class perspectives directly from seasoned and skilled investment professionals.

2 MIN READ

Perspectives • May 8, 2026 Infographic: Private Equity Markets Draw Investor Interest A visual overview of five reasons private equity is drawing investor attention, highlighting trends in historical performance, diversification, and innovation.

7 MIN READ

Perspectives • June 4, 2026 The Hedge of Least Regret A balanced approach to currency risk in international equity portfolios.

Perspectives • April 14, 2026 Municipal Market Weekly Update Munis find their ceasefire swagger. Taxable munis keeping insights on top. California school district thoughts.

8 MIN READ

Perspectives • April 9, 2026 Hiding in Plain Sight: The Public Credit Opportunity In our view, public credit is increasingly attractive because today’s market places greater value on transparency, liquidity, diversification, and the ability to reposition quickly.

8 MIN READ

Perspectives • April 1, 2026 MacKay Shields Fixed Income Quarterly Outlooks – 2Q26 In MacKay Shields' latest fixed income outlooks, the investment teams weigh in on the effects of shifting market conditions across fixed income sectors.

Investors Should Note How Un-2022 This Year Is

Perspectives • March 31, 2026 Municipal Market Weekly Update Muni valuations recalibrate. Why this year is truly different. Still constructive on munis.

4 MIN READ

Perspectives • March 30, 2026 The Missing Core: Why Taxable Municipals Deserve Strategic Attention Amid Uncertainty Rethinking fixed income in a shifting regime.

5 MIN READ

Events and Webcasts • March 26, 2026 Geopolitics and Politics: Investing in a Shifting World Order For investors, yesterday's tools won't manage today's risks.

Perspectives • March 25, 2026 New York City Credit Update: Noise vs Signal Headlines around New York City’s credit outlook have turned more cautious, but the underlying fundamentals tell a more balanced story.

2 MIN READ

Education • March 24, 2026 Investing Essentials: Growth of a Dollar See how a dollar would have grown over the past 99 years.

2 MIN READ

Education • March 19, 2026 Investing Essential: Doing the Math Consistent return and preservation of capital can be key objectives in helping to achieve your long-term investment goals.

2 MIN READ

Education • March 19, 2026 Investing Essentials: Managing Geopolitical Risk Geopolitical events can weigh heavily on financial market sentiment.

2 MIN READ

Education • March 19, 2026 Investing Essentials: Look Beyond Core Bonds Explore how looking beyond traditional core bonds can help diversify your income opportunities in today’s market.

5 MIN READ

Perspectives • March 17, 2026 The AI Disruption Phase has Dawned Winslow Capital discusses the transition into an AI-driven disruption phase and its potential to reshape industries, market leadership, and investment opportunities.

2 MIN READ

Education • March 16, 2026 Investing Essentials: Taking Turns at the Top - Key Asset Classes Annual total returns ranked in order of performance.

Investing Essentials: Taking Turns at the Top - Key U.S. Equity Sectors

2 MIN READ

Education • March 16, 2026 Taking Turns at the Top - Key U.S. Equity Sectors Annual total returns ranked in order of performance.

2 MIN READ

Education • March 16, 2026 Investing Essentials: Taking Turns at the Top - Fixed Income (Net Flows) Annual net flows of fixed income investments.

2 MIN READ

Education • March 16, 2026 Taking Turns at the Top - Fixed Income Annual total returns ranked in order of performance.

2 MIN READ

Education • March 11, 2026 The Power of Taxable Equivalent Yield (National) The pretax yield a taxable bond needs to possess for its yield to be equal to that of a tax-exempt bond is the tax-equivalent yield.

2 MIN READ

Perspectives • March 8, 2026 Infographic: 5 Ways Women are Reshaping Investing A closer look at how women’s growing wealth and evolving financial priorities are transforming the investing landscape.

3 MIN READ

Perspectives • February 25, 2026 Infographic: 3 Key Tax Changes for U.S. Investors A clear, visual summary of three key tax changes that may influence investment, retirement, and estate planning decisions for U.S. investors.

9 MIN VIDEO

Perspectives • February 24. 2026 Winslow Capital Quarterly Update Barry Peters, Managing Director and Client Portfolio Manager at Winslow Capital, provides their Q4 2025 quarterly update.

Investing Essentials: Why Equities Make Sense

3 MIN READ

Education • February 20, 2026 Investing Essentials: Why equities continue to make sense today Periods of high inflation and economic recessions have not stopped the long-term trend of equity markets.

5 MIN READ

Perspectives • February 12, 2026 Cue the Comeback: Setting the Stage for 2026 Dealmaking Resurgence Following a multi-year rest in global dealmaking, improving growth and liquidity are setting the stage for renewed momentum in 2026.

5 MIN READ

Perspectives • January 30, 2026 Swan Lake: The Risks That Would Most Disrupt Consensus in 2026 We explore the possible domino effects of potential ‘black swan’ events – and the disruptive risks.

5 MIN READ

Perspectives • January 26, 2026 Look Beyond Core Bonds to Unlock Diversified Sources of Returns Core bonds have always been a staple in investment portfolios and will likely continue to play an important role in the future.

5 MIN READ

Perspectives • January 12, 2026 2026 Municipal Market Outlook | New York Life Investment Management MacKay Municipal Managers provide their 2026 outlook for the Municipal Markets.

Events and Webcasts • January 9, 2026 Top 5 2026 Muni Insights Webinar Watch the replay to learn the Top 5 Muni Market Insights from seasoned experts at MacKay Municipal Managers.

8 MIN READ

Perspectives • December 31, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 1Q26 In MacKay Shields' latest outlooks, the fixed income team explores how nimble positioning and cross-sector flexibility can help investors harness durable income and downside defense.

Perspectives Global Fixed Income’s Top 5 Investment Ideas for 2026 MacKay Shields Global Fixed Income team shares their Top 5 Investment Ideas for 2026.

5 MIN READ

Perspectives • November 25, 2025 A Responsible Path to U.S. Large Cap Growth Winslow Capital discusses the US large cap growth market and the differentiators driving the market.

1 MIN READ

Perspectives • November 24, 2025 Navigating Rates and Portfolio Positioning Join us for a timely panel discussion on recent Fed decisions, rate volatility, and their impact on municipal markets.

2 MIN READ

Education • November 19, 2025 ETF Tax Efficiency ETFs can help investors manage taxes more effectively by reducing capital gain distributions and improving after-tax outcomes.

3 MIN READ

Education • November 19, 2025 Understanding ETFs: The Foundation ETFs provide flexibility, diversification, and cost efficiency—making them a cornerstone of modern investing

3 MIN READ

Education • November 19, 2025 How ETFs Trade and Are Priced Understanding ETF pricing (NAVs, iNAVs, and bid-ask spreads) helps investors trade more efficiently and with greater confidence.

2 MIN READ

Education • November 19, 2025 ETF Liquidity & Market Mechanics Liquidity in ETFs is supported by robust market structures and partnerships that help ensure efficient trading and fair pricing

8 MIN READ

Perspectives • November 17, 2025 Why Asset-Backed Securities are Not the Next Financial Crisis Despite recent headlines, we believe the securitized ABS market remains fundamentally sound.

5 MIN READ

Perspectives • November 14, 2025 International Equities: Why Now? Four reasons why international equity investing is compelling source of return potential.

5 MIN READ

Perspectives • November 11, 2025 The Index is not a Market Winslow Capital provides their perspective on the US Large Cap equity market.

Infographic: 4 Things Investors Need to Know about AI

2 MIN READ

Perspectives 4 Things Investors Need to Know About AI AI is transforming the world by performing things from everyday tasks to life-saving surgeries. But where are the biggest opportunities for investors?

The Hidden Cost of Cheap Beta: Why Active Munis Win

3 MIN READ

Perspectives • November 6, 2025 Muni Passive ETF's vs Active ETF's Investment Insights MMIN and MMIT capture overlooked muni sectors, delivering broader exposure and stronger results than passive ETFs.

5 MIN READ

Perspectives • November 5, 2025 2025 Global Investment Outlooks | New York Life Investment Management Our Q4 outlooks examine where selectivity counts most and how investors can stay positioned for opportunity as markets shift.

3 MIN READ

Perspectives • November 4, 2025 Cheap Beta Comes at a Tangible Cost MTBIX and MTFGX deliver fuller market access and performance where passive funds fall short.

13 MIN VIDEO

Perspectives • September 30, 2025 Q3 2025 NY Muni Fund Update Portfolio Manager Mike Perilli and Analyst Jack Muller provide insight into positioning for our NY Muni fund and current market landscape.

3 MIN READ

Perspectives • October 31, 2025 Passive Muni ETFs Lag Behind Actively Managed Mandates MMCA goes beyond traditional muni exposure, and has outperformed passive muni ETFs.

6 MIN READ

Perspectives • October 31, 2025 Why Short Duration High Yield Still Stands Out in a Cutting Cycle Due to relatively high income potential, low interest-rate sensitivity, and strong risk-adjusted return history, short duration high yield remains a potential solution in a falling rate environment.

8 MIN READ

Perspectives • September 30, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 4Q25 MacKay Shields' specialty fixed income market outlooks for Q4 2025 highlight opportunity amid caution.

8 MIN READ

Perspectives • October 23, 2025 Why Peace in Europe Won’t Rewind Markets: The Playbook Investors Need Now In today’s markets, security and policy come first, not globalization.

3 MIN READ

Perspectives • October 22, 2025 China Tariff Escalation–Shades of April, but Key Differences MacKay Shields comments on tariff escalation between China and the U.S.

22 MIN VIDEO

Perspectives • October 20, 2025 Growth In Focus: Equity Insights From Fiera Capital Fiera Capital provides their Q3 2025 update on equity markets.

8 MIN READ

Perspectives • September 30, 2025 Making the Case for Increasing International Equity Exposure Investors are no strangers to market uncertainty, and global events continue to influence equity markets and currency movements that can be difficult to predict.

3 MIN READ

Perspectives • September 24, 2025 Infrastructure: At the Center of AI Growth Listed infrastructure has become a key beneficiary of 2025’s market drivers: AI buildout, rising U.S. power demand, supportive policies, and shifting rate expectations.

5 MIN READ

Perspectives • September 16, 2025 Investment Insights: Tariff Uncertainty to Persist with Recent Court Ruling Investors appear concerned both about fiscal implications of the recent court decision and the broader uncertainty over trade policy.

5 MIN READ

Perspectives • September 10, 2025 Deconstructing Duration in a Rate-Cutting Environment As the Federal Reserve signals interest rate cuts, understanding how bond durations and yield curves interact becomes crucial.

Infographic: 3 Factors Dragging Down the U.S. Dollar

4 MIN READ

Perspectives • September 9, 2025 3 Factors Dragging Down the US Dollar The U.S. dollar is experiencing pressure from several directions: including slower economic growth, persistent inflation expectations, and easing interest rates.

3 MIN READ

Education • September 2, 2025 Is Social Security Going Broke? Social Security is changing. Here's what retirees need to know.

7 MIN VIDEO

Perspectives • August 20, 2025 Winslow Capital Quarterly Update Barry Peters, Managing Director at Winslow Capital, provides an update and outlook on large-cap growth.

5 MIN READ

Perspectives • July 14, 2025 Top 5 Muni Market Insights 2025: Mid-Year Update MacKay Municipal Managers share mid-year insights. See how our five key municipal themes are tracking.

2 MIN READ

Perspectives • July 2, 2025 The Case for Active ETFs Active ETFs are experiencing explosive growth fueled by investor demand for professionally managed, transparent, and flexible investment solutions amid market volatility and higher taxes.

8 MIN READ

Perspectives • June 30th, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 3Q25 In MacKay Shields’ latest outlooks, the investment teams explore key trends shaping the fixed income market and examine the evolving risk and return dynamics in global fixed income.

4 MIN READ

Perspectives • June 10, 2025 Unlocking A Liquid, Capital-Efficient Path Into Asset-Based Lending Through SECR As investors continue to increase allocations to private credit, the NYLIM MacKay Securitized Income ETF (SECR) offers a liquid, scalable, and transparent alternative to traditional asset-based financing (ABF).

Perspectives • June 2, 2025 Trust or Bust: The Next Era of Global Debt Sustainability Debt is sustainable at any level if investors maintain demand for the debt at interest rates the borrower can afford.

3 MIN READ

Perspectives • May 30, 2025 Liquidity Management is Critical Investors should give well-thought-out liquidity stronger consideration to managers with prudent, management practices.

3 MIN READ

Perspectives • May 19, 2025 Shareholder Yield Strategies Aims to Navigate Risk Amid Market Volatility Kera Van Valen, CFA, Managing Director, Portfolio Manager, Epoch Investment Partners, provides insights on the current economic environment.

Infographic: Charting U.S. Trade Relationships

2 MIN READ

Perspectives • May 9, 2025 NYLI25-038310-02 2025 Infographics - Trading Tides - Digital Understanding the dynamics of U.S. trade relationships is essential for investors. A balanced perspective can help you identify potential risks and uncover valuable investment opportunities.

29 MIN VIDEO

Events and Webcasts • May 8, 2025 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.

8 MIN READ

Perspectives • April 30th, 2025 MacKay Shields Fixed Income Quarterly Outlooks – 2Q25 In MacKay Shields’ latest outlooks, the investment teams review how recent tariff announcements have sparked significant market reactions, leading to wider spreads and increased recession risks, and the opportunities presented within the fixed income asset class.

4 MIN READ

Perspectives • April 22, 2025 A Commitment to Quality Through Market Cycles Samuel Weiss, CFA, Investment Specialist and Client Portfolio Manager at PineStone Asset Management, provides timely insights into the current market turbulence and how they are positioning themselves.

3 MIN READ

Perspectives • April 22, 2025 Resilience Amid Volatility and a Focus on Fundamentals Matt Navins, Client Portfolio Manager at Fiera Capital, provides insights on the current macroeconomic environment and how they're positioning themselves ahead of the market uncertainty.

32 MIN VIDEO

Events and Webcasts • April 10, 2025 The Impact of U.S. Tariffs on Equity Markets Watch Justin Kelly, CEO, CIO and Portfolio Manager of Winslow Capital, provide timely insights on the current macroeconomic environment, recent market turbulence and where we go from here.

26 MIN VIDEO

Events and Webcasts • April 9, 2025 Municipal Bond Market Update: Key Performance Drivers Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, shares timely insights on the municipal bond market

4 MIN READ

Perspectives • April 1, 2025 The End of Increasing Index Concentration Winslow Capital Management discusses why the recent trend of increasing index concentration may be coming to an end.

7 MIN READ

Education • February 4, 2025 Carbon Offsetting: Paving the Way for a Greener Future Carbon offsetting has become a common term used in business today, but what does it really mean?

2 MIN READ

Perspectives • February 5, 2025 Consider MSTIX Amid Declining Money Market Yields As money market yields decline, tax-equivalent yields from short-term muni funds could be considered an attractive alternative

5 MIN READ

Perspectives • January 9, 2025 2025 Municipal Market Outlook MacKay Municipal Managers provides their 2025 outlook for the municipal markets.

5 MIN READ

Education • January 1, 2025 Cost Basis Reporting Learn more about cost basis reporting of mutual funds and why is it important.

3 MIN READ

Education • January 1, 2025 Types of ETFs Discover the different types of ETFs which includes both broad markets and specific sectors and countries.

5 MIN READ

Education • January 1, 2025 Understanding Tax Forms Each investment transaction has tax consequences. Our chart outlines tax documents you may receive related to your mutual funds.

2 MIN READ

Education • January 1, 2025 ETFs: Creating a Diversified Portfolio Learn how ETFs may help build a diversified, more efficient portfolio.

2 MIN READ

Education • January 1, 2025 What is an ETF? Gain a better understanding of ETFs, which don't try to "beat" the market, but rather, "be" the market.

Abstract modern architecture and silhouettes of people on spiral staircase London England

2 MIN READ

Education • January 1, 2025 What is an Authorized Participant? Learn about Authorized Participants and why are they so important to the ETF process.

5 MIN READ

Education • January 1, 2025 Differences Between ETFs and Mutual Funds Gain an understanding of while ETFs and Mutual Funds are similar in many ways, there are a number of differences.

3 MIN READ

Education • January 1, 2025 What do ETFs Provide? Learn how ETFs are designed to increased diversification through broader access.

Events and Webcasts • September 18, 2024 Inflection Point: Pivot with Munis and High Yield Join us for a live presentation where our portfolio managers will address navigating a shifting interest rate environment and optimizing fixed income portfolios.

36 MIN VIDEO

Events and Webcasts • May 6, 2024 Webcast Replay: Girl Math: Make Investing Work for You In celebration of Mother’s Day, our webcast provides insights into the speakers’ journeys into finance, passion for investing, and an overview of the economy.

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