Market Matters from New York Life Investments
Host Lauren Goodwin brings 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 Investments.
Market Matters from New York Life Investments
Trending: The K-shaped portfolio (September 14, 2020)
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Lauren Goodwin
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Season 1
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Episode 38
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.