Authors > Charlie Reinhard

Charlie Reinhardt

Charlie Reinhard

Chief Portfolio Strategist, MainStay Investments

As head of portfolio strategy at New York Life’s MainStay Investments, Charlie Reinhard leads investment thought leadership and portfolio construction efforts across MainStay mutual funds and IndexIQ ETFs. A frequent contributor to financial broadcast and print media outlets, Charlie’s insights appear alongside those of New York Life’s independent investment boutiques in MainStay’s Quarterly Navigator, the MainStay Market Minute, and the MainStay Market Monitor.

Prior to joining MainStay, Charlie served as managing director and deputy chief investment officer in the Global Wealth Management Division at Morgan Stanley, where his responsibilities included global investment strategy, and strategic and tactical asset allocation. Previously, he was Director of Portfolio Strategy and Associate Director of Research at Neuberger Berman.

Charlie holds an MBA in Finance from NYU’s Stern School of Business and a BS degree in Economics from Carnegie Mellon University where he graduated with high honors.

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Policy: Here, There, Everywhere

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The Fed raised rates as expected last week, and their latest dot-plot suggests two more tightening moves this year, and gradual tightening in 2018-2019. This seems reasonable...

Energy Renaissance: Three Signposts to Watch

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Supply concerns took U.S. West Texas Intermediate (WTI) oil prices below $50 a barrel recently, amid nine straight weeks of rising crude stockpiles, before inventories finally...

Currency Reacts as Fed Raises Rates

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On Wednesday, March 15, the Federal Reserve (Fed) announced that it would raise the Federal Fund's Rate, the benchmark interest rate it controls, by a quarter of a basis point.

High-Yield Bonds React to Sub $50 Oil

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Energy is one of the largest sectors in the high-yield bond market, so it didn’t go unnoticed when oil prices recently reached three-month lows amid supply concerns.

Upside Breakout in Treasury Yields

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We’ve had an upside breakout in Treasury yields, and we expect it to continue with a growing economy and Fed rate hikes ahead. Rising interest rates is one of our themes for...

All Eyes on Central Banks (Again)

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The U.S. dollar increased only slightly against a basket of currencies, as strong economic data and hawkish statements from the Federal Reserve have investors convinced that...

Small-Cap Outperformance since the Election and Shareholder Yield

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Small- and mid-cap stocks have outperformed their large-cap...

Bull Market: Eight-Year Check-Up

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It's been eight years since the stock market recorded its recession-related bottom. Profits are growing, as shown in the chart. Behind this profits dynamic are expanding...