Authors > Amit Soni, CFA

Amit Soni, CFA

Director and Portfolio Manager, New York Life Investment Management

Amit Soni is a Director and Portfolio Manager in the Strategic Asset Allocation & Solutions (SAS) team at New York Life Investment Management. He focuses on quantitative and macro-economic investment research and portfolio management for the asset allocation and alternative funds managed by the team.

Prior to joining New York Life Investments, he worked as an Investment Associate in the Global Asset Allocation group at Putnam Investments. He holds a Master’s degree from the Massachusetts Institute of Technology and a Bachelors degree from the Indian Institute of Technology Kanpur (India). He holds the CFA® designation and has been in the investment industry since 2008.

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Strong Job Growth – It’s the “Summer of ’69” Again

by: ; Amit Soni, CFA
The labor market continues to strengthen. After 91 straight months of job creation, the longest stretch of...

Fed Hike, Fiscal Tailwinds, and Trade War

by: ; Amit Soni, CFA
Last week, the Fed hiked interest rates by 25 bps. This was widely expected, but the hawkish tone surprised the market...

Populists Gain Ground in Italy

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No single party or coalition could garner an outright majority in the 2018 Italian general election on Sunday, March 4. However, the populist and Eurosceptic parties...

New Tariffs: Impact and Implications

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On Thursday, President Donald Trump unexpectedly announced a plan to impose tariffs of 25% on imported steel and 10% on aluminum at a White House meeting with major U.S. steel...

Multiple Headwinds Pushing Bond Yields Higher

by: ; Amit Soni, CFA
Since last quarter, we have seen a sharp pickup in U.S. Treasury yields. 10-year yields are up more than 80 basis points...

Volatility Rises, but Fundamentals Remain Steady

by: ; Amit Soni, CFA
Last week, equity markets tumbled globally, and the S&P 500 finally broke its longest stretch without a correction...

Homebuilding Stocks – Buy on Dip?

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Investors entered 2018 on an optimistic note, backed by a solid macro-economic environment. However, a faster-than-expected rise in Treasury yields and inflation expectations...

Full-Throttle 3s

by: ; Amit Soni, CFA
Markets are off to a strong start in 2018, economic data continues to be solid, and sentiment overall is very positive. Today, we would like to highlight the “full-throttle 3s”...