Boutique Insights and Perspectives
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.
2018 Outlook for Large Cap Growth Equities
Barry Peters, CIMA, Managing Director, Winslow Capital.
2018 Outlook for Global Equity Markets
William Priest, CFA-CEO, Co-CIO, and Portfolio Manager of Epoch Investment Partners.
2018 Outlook for Convertible Bonds
Ed Silverstein, Head of MacKay Shields Convertibles.
2018 Outlook for Global Bond Markets
Dan Roberts, PhD, Portfolio Manager, MacKay Shields Global Fixed Income Team.
2018 High Yield Market Outlook
Andrew Susser, Head of the MacKay Shields High Yield Team.
Tech is the New Macro: Implications for Labor Markets and Productivity
Disruptive innovation impacts every sector of the economy, not just technology. Technological advances disrupt areas including the labor market, wage growth, inflation, and productivity, creating new occupations and a change in the workforce.
Tech is the New Macro: Impacting All Three Components of Return on Equity
Technology has had a positive impact on profit margins, asset utilization, and leverage. Dividend payers, which Epoch has historically favored, also benefit when tech is the new macro.
What Do We Mean When We Talk About "Value"?
Do value stocks consistently outperform overtime and do growth stocks experience faster earnings growth? Read this paper to find out.
New Equity Regime: Growth & Active Management Back in Favor
At the end of 2016 Growth was cheap relative to Value. So far in 2017, stock returns have been driven by robust earnings growth. For fundamentally-driven active managers, like Winslow, this provides strong tailwinds with more more upside potential.
The Case for Convertible Securities
Convertible securities can be relatively conservative investment vehicles that help investors gain exposure to the equity market. Read our primer on the background and structure of convertible securities and how they may help investors achieve their long-term investment goals.
The Case for Senior Floating Rate Loans
Floating rate loans are an asset class with a wide range of benefits for institution, high-net-worth, and retail investors. Read our primer on the background and structure of senior floating rate loans, as well as a discussion of potential behavior of these securities in certain market environments.