In this eye-opening episode, we welcome author and economist, Nate Hilger. Michael and Dominick delve into the disparities between high-income and low-income parenting. Join us as we explore the unique financial challenges each group faces and discuss strategies to bridge the gap and create a more equitable environment for all families. From examining privileges and pressures to addressing systemic barriers, we aim to foster empathy and advocate for a more inclusive future. These ideas and more are outlined in Nate’s book “The Parent Trap”. Don't miss this important conversation!
The Lebenthal Report Episode #95: Talking Federal Reserve with Steve Friedman
This week on The Lebenthal Report we welcome Steven Friedman from MacKay Shields. Steve is a Managing Director and Co-Head of Macro and Quantitative Solutions. He also serves as Senior Macroeconomist for the Global Credit and Global Fixed Income teams and Chair of their Investment Policy Committee. Michael and Dominick talk about the Federal Reserve with Steve and touch upon many of our clients' burning questions about the current state of the economy. Steve helps break down where we are in the economic cycle currently and what we may expect by the end of the year.
Steve joined MacKay Shields from BNP Paribas Asset Management, where he served as a Senior Economist providing macroeconomic forecasts and scenario analysis for internal investment teams as an input into strategic and tactical asset allocation. Prior to that, Steve spent fifteen years at the Federal Reserve Bank of New York, where he held a variety of senior roles including Director of Market Analysis and Director of Foreign Exchange and Investments. Steve received his BA from Wesleyan University and holds master’s degrees from Johns Hopkins School of Advanced International Studies and Columbia Business School. He has been in the investment industry since 1998. (newyorklifeinvestments.com)
This must listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!*
*This material contains the opinions that are incorporated into portfolios managed by MacKay Shields Global Fixed Income and Global Credit teams. The opinions expressed herein are subject to change without notice. This material is distributed for informational purposes only. Forecasts, estimates, and opinions contained herein should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Any forward-looking statements speak only as of the date they are made and MacKay Shields assumes no duty and does not undertake to update forward-looking statements. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of MacKay Shields LLC. ©2023, MacKay Shields LLC. All Rights Reserved.
The Lebenthal Report Episode #88: 2023 Outlook with Lauren Goodwin
This week on the Lebenthal Report we welcome back Lauren Goodwin, CFA. Michael and Dominick catch up with Lauren to discuss the outlook for 2023. Lauren helps us make sense of the recent news cycle and how it may affect the current market. She also touches upon growth versus value and where the opportunities lie in US equity versus International equity.
Lauren Goodwin, CFA, is an Economist and Director of Portfolio Strategy at New York Life Investments. She was named a 2020 Business Insider Rising Star of Wall Street. Her Multi-Asset Solutions team manages a combined $9.5B in assets (as of 12/31/20), including MainStay’s Income Builder Fund, Asset Allocation ETFs, and bespoke investment solutions. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, and is also a regular spokesperson for her firm at conferences and in television and print media outlets such as: Bloomberg, CNBC, CNN, and Barron’s. (newyorklifeinvestments.com)
This must-listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!