Each of MainStay's boutique managers has its unique focus, process, and philosophy, as well as independent views on the markets and economy. To help you better understand today's investment landscape, our portfolio managers give their insights and perspectives on a wide variety of topics.
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Economic and Market Updates
Economic & Market Analysis Market Outlook: 2019 Economic & Market Predictions Market Insights Video Series Market Snapshot
Winning at Active Management with Epoch CEO Bill Priest
June 18, 2019 - In Actively Speaking’s inaugural episode, Epoch CEO Bill Priest joins host Steve Bleiberg to discuss winning at active management
The Limits of Theory
July 10, 2019 - Modern Portfolio Theory (MPT) dominates investment thinking today, but the pre-MPT view of the world still holds valuable insights. Listen in as host Steve Bleiberg discusses his white paper and explores the limits of MPT in aiding successful investing.
The Future of Autonomous Vehicles
July 22, 2019 - Listen in as guest and Epoch Analyst Jérôme Van Der Ghinst discusses the future of autonomous vehicles, who are the likely winners in the space, and the externalities this revolutionary technology could have on other industries and infrastructure.
Blitzscale and Hope
August 8, 2019 - Epoch Global Strategist Kevin Hebner makes his first appearance on Actively Speaking to talk about his most recent whitepaper, "Blitzscale and Hope." Kevin dives into the current hype about two-sided digital platforms and the surge in IPO listings, their share class structures and the potential for regulation in the tech sector.